THOMAS DOLL
Walnut Creek, California
5.0
4 Reviews
Thomas Doll is a renowned investment advisory firm located in Walnut Creek, CA, catering to a diverse client base. With over 540 individual clients and an impressive $1,252,444,000 in assets under management, they have established themselves as a trusted entity in the financial industry. Operating from a single office, Thomas Doll offers comprehensive investment advisory services. While the firm primarily focuses on managing discretionary assets, including employer funds, they also handle 401K and individual accounts, albeit constituting less than 30% of their total assets. Thomas Doll's compensation structure is multifaceted, en...
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Assets Under Mgmt

$1.25B

Investment Professionals

10

Locations

0

% 401K & Individual

10%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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