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®, CFA®, Series 63, Series 65
Industry experience
8 years
Michael Foster is a CFP® and CFA® with eight years of industry experience. He has worked at Dolan Capital Advisors, Inc. since 2021 and previously held positions at Dimensional Fund Advisors and Equifax. Dolan Capital Advisors provides investment management and financial planning primarily to individual and high-net-worth clients, using model portfolios aligned with documented risk profiles and employing tax-overlay techniques such as tax-loss harvesting. The firm offers discretionary portfolio management and advice on held-away retirement and insurance plan assets.
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.
2021 - Present (5 years)
Dimensional Fund Advisors
2020 - 2021 (1 year)
Dimensional Fund Advisors
2017 - 2019 (2 years)
None
2017 - 2017 (1 year)
Dimensional Fund Advisors
2016 - 2016 (1 year)
Equifax
2014 - 2016 (2 years)
Georgia Institute of Technology
2012 - 2017 (5 years)
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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