Advisor at Dolan Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dolan Capital Advisors, LLC
Location
Charlotte, NC 28277
Credentials
CFP®, Series 65
Industry experience
11 years
Benjamin Dolan is a CFP® with 11 years of experience in the financial industry. He is a principal at Dolan Capital Advisors, LLC and also serves as president of Dolan Family, Inc., a holding company where he manages banking and payroll-related duties. Dolan Capital Advisors provides investment management and financial planning primarily to individual and high-net-worth clients. The firm uses model portfolios aligned with documented risk profiles and employs tax-overlay strategies such as tax-loss harvesting, with investments primarily in mutual funds and ETFs.
Fixed financial planning fees between $1,500 to $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $6,000,000: 0.60% $0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.50% $3,000,001+: 0.30%
$250 to $400 per hour for financial planning and consulting services
Account minimum: $8,000 minimum annual fee for new clients (may be waived or reduced at discretion) Minimum fee: Minimum annual fee of $8,000 for new clients (waivable or reducible at discretion) Fee-only: Fixed fees for financial planning range from $1,500 to $5,000; hourly rates from $250 to $400
15720 Brixham Hill Avenue, Suite 300
Charlotte, NC 28277
North Carolina
Dolan Capital Advisors, Inc.
2015 - Present (11 years)
Dolan Family, Inc.
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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