Dolan Partners offers financial planning, wealth management, and investment advisory services. They work with clients to understand their financial background, needs, and goals, then create financial plans and investment portfolios to help them achieve those objectives. Services include budgeting, retirement planning, investment management, insurance analysis, tax planning, and estate planning.
Assets Under Management$55M
Clients46
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$800K
Planning is included in investment management
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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