Thomas Leo Advisory, operating as Dolan Wealth Management, offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and other businesses. Dolan Wealth Management provides asset management and financial planning or consulting services. The firm creates tailored investment strategies based on client needs, goals, and risk tolerance. Dolan Wealth Management also utilizes third-party investment advisory firms to aid in the implementation of an investment portfolio.
Fee Structure
Dolan Wealth Management offers asset management and comprehensive portfolio management services. The maximum annual fee for either service is 1.00% of the value of your account. Fees are negotiable and are deducted from client accounts quarterly. If Dolan Wealth Management uses a third-party money manager, you will also pay fees to that manager.