Dougherty & Associates Financial Advisors, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Dougherty & Associates Financial Advisors is a registered investment advisor based in Buffalo, Minnesota, offering personalized portfolio management and financial consulting services. The firm builds tailored investment strategies primarily using mutual funds, exchange-traded funds, equities, and bonds, operating on both discretionary (making trades without asking first) and non-discretionary bases. In addition to managing investments, Dougherty & Associates provides financial consulting on topics such as risk assessment and investment planning. The firm primarily serves individuals, families, trusts, and business entities.
Assets Under Management$380M
Clients1,069
Advisors5
Avg. per Client$360K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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