Assets Under Management
$353.9M
Number of Clients
1,077
Number of Advisors
5
Average Client AUM
$329K
AUM per Advisor
$70.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Dougherty & Associates Financial Advisors, Inc. offers personalized portfolio management services (discretionary and non-discretionary) and financial consulting services on specific financial topics. Investment advice is tailored to meet client needs and objectives. They primarily advise on mutual funds and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
103 Marty Drive, Suite 101, Buffalo, MN, 55313