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How does the advisor help clients – Key Takeaways:
- Doll Capital Advisors Incorporated is a trusted financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive financial planning.
- The firm has a team of experienced financial experts who provide sound and objective advice to clients.
- Doll Capital Advisors values transparency and puts the clients’ best interests first.
Facts and Insights
Established in 2008, Doll Capital Advisors Incorporated has been in business for over 13 years, providing financial services to individuals, families, and small businesses. The firm has helped countless clients achieve financial success through their personalized approach and expert advice.
With over $100 million in assets under management, Doll Capital Advisors has been recognized as one of the leading financial advisory firms in the industry. The firm is committed to continuously growing and expanding its services to better serve its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 13+ years |
Financial Services Offered
Doll Capital Advisors offers a wide range of financial services to help clients reach their financial goals. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Doll Capital Advisors caters to a diverse range of clients, including:
- High net worth individuals
- Families
- Small business owners
- Retirees
- Professionals
- Young investors
Fees & Compensation
The fees and compensation structure of Doll Capital Advisors is based on the services provided to clients. The firm believes in transparency and ensures that clients fully understand the fees and compensation before entering into any agreements.
Fee Structure:
| Service | Fee Structure |
|---|---|
| Investment Management | Percentage of assets under management |
| Retirement Planning | Flat fee or percentage of assets under management |
| Estate Planning | Flat fee or hourly rate |
| Tax Planning | Flat fee or hourly rate |
| Insurance Planning | Commission or flat fee |
| Education Planning | Flat fee or hourly rate |
Background
Doll Capital Advisors was founded by John Doll, a highly experienced and knowledgeable financial advisor. With over 25 years of experience in the financial industry, John saw the need for a client-centric and transparent financial advisory firm.
John and his team have a strong commitment to providing clients with unbiased and objective financial advice to help them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Doll Capital Advisors is required to disclose any potential conflicts of interest to clients. The firm takes this responsibility seriously and fully discloses any conflicts of interest that may arise.
Additionally, Doll Capital Advisors is dedicated to maintaining strict compliance with all regulatory requirements to ensure the highest level of service and trust with its clients.