How does the advisor help clients – Key Takeaways:
M.E. DOLL, LLC provides financial expertise to its clients through personalized and comprehensive financial planning and investment management services. As a trusted financial partner, they assist individuals and businesses in achieving their financial goals and securing their financial future.
Facts and Insights
M.E. DOLL, LLC was founded in 2005 by financial expert M.E. Doll. The company has grown significantly in the past 16 years, currently managing over $500 million in assets for its clients. With a team of highly qualified advisors, M.E. DOLL, LLC has established itself as a reputable financial advisory firm in the industry.
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
M.E. DOLL, LLC offers a wide range of financial services to its clients. These include financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. Their holistic approach to financial planning ensures that all aspects of a client’s financial life are taken into consideration to create a comprehensive and personalized financial plan.
Client Types
The team at M.E. DOLL, LLC caters to both individual clients and businesses. They work with professionals, executives, business owners, and retirees to help them achieve their financial goals. The company also offers corporate financial planning services to assist businesses in managing their finances and planning for future growth.
Fees & Compensation
M.E. DOLL, LLC works on a fee-only basis, which means they are compensated solely by the fees paid by their clients. This ensures that their advice is unbiased, and their recommendations are always in the best interest of their clients. Their fees are based on a percentage of assets under management and are outlined in a transparent and easy-to-understand fee schedule.
Background
M.E. Doll, the founder of M.E. DOLL, LLC, has over 25 years of experience in the financial industry. She is a Certified Financial Planner™ and holds several other industry designations, including Chartered Financial Analyst® and Certified Private Wealth Advisor®. She has assembled a team of equally qualified and experienced advisors who are committed to providing exceptional financial guidance to their clients.
Financial Advisor Disclosures to Know
M.E. DOLL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the company is legally required to act in the best interest of its clients and disclose any potential conflicts of interest. They have a clean disciplinary record with no regulatory events or customer complaints on their record.