Michael
Foster

Dolan Capital Advisors, Inc

CRD#6869849
Investment Advisor
in Charlotte, NC

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About this Advisor

Michael Foster is a financial advisor based in Charlotte, North Carolina, working with Dolan Capital Advisors, Inc. Michael has previously held positions at Dimensional Fund Advisors, Georgia Institute Of Technology, Equifax, Dolan Capital Advisors, Inc, and Georgia Tech Strategic Consulting. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and South Carolina. Currently, Michael is part of Dolan Capital Advisors, Inc, which operates out of Charlotte, North Carolina. The firm has 2 offices and 4 employees. The firm manages assets totaling $127.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Dolan Capital Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15720 Brixham Hill Avenue Suite 300
Charlotte, NC 28277

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Dolan Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$127,233,025

NC Average: $3,625,019,099
Total Number of Employees

4

NC Average: 22
Total Number of Accounts

294

NC Average: 1,917
Average Account Size

$432,765

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Foster Work History

2021 - Present (3 years)

Dolan Capital Advisors, Inc

2020 - 2021 (1 year)

Dimensional Fund Advisors

2017 - 2019 (2 years)

Dimensional Fund Advisors

2017 - 2017 (< 1 year)

None

2016 - 2016 (< 1 year)

Dimensional Fund Advisors

2015 - 2015 (< 1 year)

Georgia Tech Strategic Consulting

2014 - 2016 (2 years)

Equifax

2012 - 2017 (5 years)

Georgia Institute Of Technology

Disclosures

Please visit the SEC profile of Michael Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dolan Capital Advisors, Inc

Benjamin Dolan
Charlotte, NC
Michael Foster
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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