Dolan Capital Advisors offers investment management services on a discretionary and non-discretionary basis. Investment advice is tailored to meet clients' needs and investment objectives. Financial planning services are also offered, either as part of investment management or as a stand-alone service. Dolan Capital Advisors may also manage client assets held away at other custodians.
Fee Structure
Dolan Capital Advisors charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the size of your portfolio and is negotiable.
For accounts less than $6,000,000:
- First $1,000,000: 1.00%
- $1,000,001 - $2,000,000: 0.80%
- Over $2,000,000: 0.60%
For accounts more than $6,000,000:
- First $1,000,000: 1.00%
- $1,000,001 - $3,000,000: 0.50%
- Over $3,000,000: 0.30%
The firm charges a minimum annual fee of $8,000 for all new clients to open an advisory account, but this may be waived or reduced.