The Dowling Group Wealth Management's Form ADV discloses 1.25% on the first $1 million, 1.00% on the next $1 million, 0.90% on the next $3 million, 0.85% on the next $5 million, 0.80% on the next $5 million, 0.75% on the next $5 million, and negotiable rates above $20 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #155624), The Dowling Group Wealth Management is subject to fiduciary duty under federal law.
The Dowling Group Wealth Management is headquartered in GREENWICH, CT.
The Dowling Group Wealth Management serves 17 high-net-worth clients according to their SEC filing dated October 14, 2025. View client details ↓
According to their SEC Form ADV, The Dowling Group Wealth Management offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
The Dowling Group Wealth Management manages $166 million in client assets according to their SEC filing dated October 14, 2025.
According to their SEC Form ADV, The Dowling Group Wealth Management serves high-net-worth individuals. View client details ↓