Dollinger Management Inc.

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Client assets under management

$46,018,268

Clients

33% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$958,714

About

Dollinger Management manages about $47.7 million on a discretionary basis for roughly 48 individual and married‑couple clients, offering ongoing portfolio management, financial planning and related investment advisory services. The firm operates as a fee‑only fiduciary and generally charges percentage‑of‑assets fees with client accounts custodied at Charles Schwab.

The firm uses two primary investment approaches: a broadly diversified index mutual fund/ETF strategy with periodic rebalancing, and a separate buy‑and‑hold equity strategy that seeks stocks trading at perceived bargain prices for long‑term holding. Portfolios are developed collaboratively with clients, tailored to risk, tax, and cash‑flow needs, and the advisor team typically exercises discretionary trading authority to implement agreed models.

Distinctive aspects include an ongoing affiliation with a related tax and accounting practice — employees of that practice provide clerical support and many investment clients have historically also received tax services — a relationship that is uncommon among peers. The firm also issues a monthly client newsletter and provides quarterly written performance reports that are prepared and annotated by the principals, and it operates as a small, family‑owned advisory team with a planned, incremental ownership transition.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Passive / index investing Active portfolio management

Occupation focus

Retired

Fee options

Percentage

$0 - $125,000: 1.44% per year $125,000 - $750,000: 1.00% per year $750,000 - $1,250,000: 0.85% per year $1,250,000 - $1,750,000: 0.80% per year $1,750,000 - $2,500,000: 0.75% per year $2,500,000 - $3,250,000: 0.70% per year $3,250,000 - $4,250,000: 0.65% per year $4,250,000 - $5,250,000: 0.60% per year

Project-based

$250 per hour (may be charged in future, currently not charged)

Other

Account minimum: $250,000 Fee-only: Fee-only advisor, no commissions

Main office location

Dollinger Management Inc.

Wilsonville OR, United States

Number of offices

Most active in

Oregon

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 503-780-9975

Advisors at this firm

Eli D

Series 65

Wilsonville, OR

Dollinger Management Inc.

Eli Dollinger is a financial advisor at Dollinger Management Inc. in Wilsonville, OR, holding a Series 65 designation with seven years of industry experience. He has worked at Dollinger Management since 2018 and has been associated with Daniel Dollinger CPA CFP since 2015. Dollinger Management Inc. manages approximately $47.7 million for about 48 individual and married-couple clients, providing portfolio management, financial planning, and related advisory services. The firm uses diversified index mutual fund/ETF strategies and separate buy-and-hold equity approaches, tailoring portfolios to clients' risk, tax, and cash-flow needs, and maintains an ongoing affiliation with a related tax and accounting practice.

Passive / index investing Active portfolio management Retired

Daniel D

CFP®

Wilsonville, OR

Dollinger Management Inc.

Daniel Dollinger is a CFP® professional with 15 years of experience at Dollinger Management Inc. He has been a CPA since 1993 and operates a separate tax and bookkeeping firm that utilizes up to half of his time seasonally. Dollinger Management Inc. manages approximately $47.7 million on a discretionary basis for around 48 clients, providing portfolio management and financial planning services. The firm employs diversified index and buy-and-hold equity strategies, integrates tax and accounting support from a related practice, and communicates with clients through regular newsletters and performance reports.

Passive / index investing Active portfolio management Retired

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