Dolan Capital Advisors, LLC

Dolan Capital Advisors primarily serves individual and high‑net‑worth clients, offering discretionary portfolio management, non‑discretionary assets‑under‑advisement, and standalone financial planning services. Like many peers, the firm charges percentage‑of‑AUM advisory fees and provides ongoing portfolio management for individual accounts.

The firm maps client risk profiles to model portfolios and asset allocation bands using a risk tolerance questionnaire and applies modern portfolio theory and long‑term purchase strategies. It may employ tax‑overlay techniques such as tax‑loss harvesting and also provides management of “held‑away” retirement and variable insurance plan accounts, constrained to the investment options approved by plan administrators.

Distinctive features for a small advisory team include managing roughly $179 million across about 83 client relationships while charging advisory fees on assets under advisement and held‑away accounts, arrangements that can involve third‑party order management systems and user agreements. The firm maintains multiple offices, applies an $8,000 minimum annual fee for new clients, and recommends a single custodian (Schwab) from which it receives institutional research and technology benefits, a relationship the firm discloses as a potential conflict of interest.