Dougherty & Associates Financial Advisors, INC.
Assets Under Management
$353.9M
Number of Clients
1,077
Number of Advisors
5
Average Client AUM
$329K
AUM per Advisor
$70.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Dougherty & Associates Financial Advisors, Inc. provides personalized investment advisory services including portfolio management and financial consulting. Investment advice is tailored to meet clients' needs and investment objectives. The firm manages both discretionary and non-discretionary accounts.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Our fees for portfolio management are based on a percentage of assets managed, as detailed in the fee table. These fees are billed quarterly in advance. Financial consulting services are offered for a fixed fee ranging from $25 to $5,000, depending on the scope and complexity of the services. Fees are negotiable. Compensation may be received for the sale of securities or insurance products.
Areas of Practice
Location
103 Marty Drive, Suite 101, Buffalo, MN, 55313