Dougherty Financial Planning provides investment advice and financial planning to individuals, families, and businesses. They offer portfolio management where they make investment decisions for you, as well as comprehensive and specific financial planning, and financial consulting services. Their advice is tailored to your individual needs and goals.
Assets Under Management$1.9M
Clients10
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee may be negotiable depending on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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