MD

Michael Timothy Dolan

41 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
28 advisors
Number of Clients
739 clients
Average Client Portfolio
$380K average
Assets Under Management
$280.7M

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250

Colliers Securities offers both wrap and non-wrap programs. In the Colliers Director Program (non-wrap), you'll pay an advisory fee that is negotiable up to a maximum of 2.5% annually, billed quarterly. Ticket charges also apply for each transaction. The minimum account size is $25,000, and the minimum annual advisory fee is $250. In the Envestnet and Dana Direct wrap programs, you'll pay an advisory fee to Colliers Securities, plus a program fee to Envestnet or Dana. The advisory fee is negotiable up to a maximum of 2.5% annually, billed quarterly. The Envestnet program fees vary based on the program selected. The Dana Direct program minimum account size is negotiable.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402

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Regulatory History (2)
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Regulatory
December 2016
Final
Customer Dispute
December 2008
Settled
Other Business Activities

Michael is a committee member and Men's League Commissioner at Town & Country Club, a private golf and social club, since January 2020. He devotes minimal time to this non-investment related activity.

Employment History
Current Registrations
Colliers Securities LLC
January 2014 - Present · 12 yrs
Colliers Securities LLC Broker
September 1997 - Present · 28 yrs 4 mos
Previous Registrations
Dougherty Dawkins LLCBroker
April 1989 - September 1997 · 8 yrs 5 mos
Dougherty, Dawkins, Strand & Yost IncorporatedBroker
January 1989 - February 1989 · 1 mo
Mabon, Nugent & CO.Broker
July 1987 - January 1989 · 1 yr 6 mos
E. F. Hutton & Company INCBroker
November 1983 - June 1987 · 3 yrs 7 mos
State Registrations15 states
AZCACOFLIAKYMNMTNDNYOHSDTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.