How does the advisor help clients – Key Takeaways:
- Dollinger Management Inc. is a trusted financial advisory firm that provides expert guidance to clients.
- The firm offers a wide range of financial services and caters to various client types.
- With a strong background and a team of experienced advisors, Dollinger Management Inc. is committed to helping clients achieve their financial goals.
- The firm operates with high ethical standards and maintains transparency in its fee structure and financial disclosures.
Facts and Insights
Dollinger Management Inc. is a privately owned financial advisory firm based in New York City. It was founded in 2005 by John Dollinger, a seasoned financial expert with over 25 years of experience in the industry. The firm has a team of 10 advisors who collectively manage over $500 million in assets.
Since its inception, Dollinger Management Inc. has helped numerous clients from all walks of life navigate the complex world of finance. The firm follows a client-first approach and strives to build long-term relationships based on trust and mutual respect.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
Dollinger Management Inc. offers a comprehensive range of financial services to its clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance solutions
- Education planning
- Debt management
The firm believes that every client is unique and therefore, takes a personalized approach to address their individual financial needs and objectives.
Client Types
Dollinger Management Inc. caters to a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Retirees
- Business owners
- Families
The firm has the expertise and resources to serve clients at all stages of their financial journey and help them secure a better financial future.
Fees & Compensation
Dollinger Management Inc. operates on a fee-only basis, which means it does not earn commissions or compensation from third-party companies for recommending specific products to clients. The firm’s fees are based on a percentage of assets under management and are calculated on a sliding scale, depending on the size of the client’s portfolio.
The firm believes in full transparency and makes sure its clients understand and agree to the fee structure before any services are rendered. Clients also have the freedom to terminate their relationship with the firm at any time, with no penalties.
Background
John Dollinger, the founder of Dollinger Management Inc., holds a Bachelor’s degree in Finance from New York University and is a Certified Financial Planner (CFP®). He has a wealth of experience in the financial industry and has a proven track record of helping clients achieve their financial goals.
The firm’s team of advisors also boast impressive backgrounds, with many holding advanced degrees and professional certifications in finance, accounting, and law.
Financial Advisor Disclosures to Know
Dollinger Management Inc. is committed to maintaining the highest standards of ethical conduct and is a registered investment advisor with the Securities and Exchange Commission (SEC). As a registered advisor, the firm is required to disclose any potential conflicts of interest and provide full transparency to its clients.
The firm’s Form ADV, which outlines its services, fees, and any disclosures, is publicly available on the SEC website. This document is updated annually to ensure clients are fully informed about any changes within the firm.