Dollinger Management (DM) is a registered investment advisor providing investment management services to individuals and married couples. DM offers two investment approaches: one using index mutual funds and ETFs, and another purchasing undervalued domestic and international stocks for long-term holding. Portfolios are tailored to client needs through a collaborative process. DM manages client assets on a discretionary basis.
Assets Under Management$48M
Clients50
Advisors2
Avg. per Client$950K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.44% |
| $125K - $750K | 1.00% |
| $750K - $1.3M | 0.85% |
| $1.3M - $1.8M | 0.80% |
| $1.8M - $2.5M | 0.75% |
| $2.5M - $3.3M | 0.70% |
| $3.3M - $4.3M | 0.65% |
| $4.3M - $5.3M | 0.60% |
| $5.3M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...