How Dougherty and Associates Financial Advisors, Inc. Helps Clients
Dougherty & Associates Financial Advisors, Inc. is a highly respected financial services company that offers expert advice and guidance to clients looking to grow their wealth, plan for retirement, and navigate complex financial decisions. Through their team of knowledgeable and experienced financial advisors, the company provides a range of services tailored to meet the diverse financial needs of their clients.
Key Takeaways:
- Expert financial guidance and advice
- Tailored services to meet individual needs
- Experience navigating complex financial decisions
- Focused on long-term growth and retirement planning
Facts and Insights
Dougherty & Associates Financial Advisors, Inc. has established a solid reputation in the financial services industry through their commitment to providing top-notch advice and services to their clients. Here are some key facts and insights about the company:
- Assets Under Management: $2.5 billion (as of 2020)
- Number of Advisors: 25 (as of 2020)
- Years in Business: Over 30 years (since 1989)
Financial Services Offered
Dougherty & Associates Financial Advisors, Inc. has a comprehensive range of services designed to cater to the diverse needs of their clients. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance strategies
- Education planning
Client Types
The team at Dougherty & Associates Financial Advisors, Inc. works with a wide range of clients, including individuals, families, businesses, and organizations. They have the expertise to address the unique financial needs of each client and develop a customized plan to help them achieve their goals and objectives.
Fees & Compensation
As a fee-based financial services company, Dougherty & Associates Financial Advisors, Inc. is committed to transparency and ensuring their clients fully understand the fees and compensation structure. They offer a range of fee options, including hourly fees, fixed fees, and a percentage of assets under management, depending on the services provided.
Background
Dougherty & Associates Financial Advisors, Inc. was founded in 1989 with a vision to provide expert financial guidance and planning to clients seeking to achieve their financial goals. Headquartered in Minneapolis, Minnesota, the company has grown over the years and now has a team of experienced advisors across multiple office locations.
Financial Advisor Disclosures to Know
As a registered investment advisor, Dougherty & Associates Financial Advisors, Inc. is required to disclose certain information to their clients. This includes any conflicts of interest, disciplinary actions, and information about their services and fees. The company prides itself on maintaining high ethical standards and ensuring full transparency with their clients.