Dolan Capital Advisors LLC

Item 5 Fees and Compensation
We reserve the right in our sole discretion to negotiate fees on an account-by-account, client-by-client basis.
Existing clients will likely have differing fee schedules than the ones described in this Brochure. Furthermore, our
employees, family members, and close personal friends may be charged rates lower, at our sole discretion.

Dolan Capital Advisors, LLC
March 2026                                    Form ADV Part 2A Disclosure Brochure                          Page 6 of 17

Investment Management Services
Our fee for investment management services is based on a percentage of the assets in your account which is
negotiable and is set forth in one of the following annual fee schedules:

For clients with account balance of less than $6,000,000:

           Annual Fee Schedule
           $0 - $1,000,000                                    1.00%
           $1,000,001 - $2,000,000                            0.80%
           $2,000,0001 +                                      0.60%

Accordingly, as an example, if an account is valued at $1,500,000, the first $1,000,000 would be charged 1.00%
annually, while the balance of $500,000 would be assessed the lower fee of 0.80% per year.

For clients with account balance of more than $6,000,000:

           Annual Fee Schedule
           $0 - $1,000,000                                    1.00%
           $1,000,001 - $3,000,000                            0.50%
           $3,000,001 +                                       0.30%

Our annual investment management fee is billed direct to and payable from a managed account, or to a specified
account as directed by the client and for held-away assets managed by DCA, quarterly in advance. If an account is
opened in the first or second month of a quarter, it will be charged one fee during its first billing cycle, which will
occur during the first full month after the account is established. The fee is prorated for the number of days the
account was open based on the start date through the end of the quarter.

If an account is opened in the third month of a quarter, it will be charged two fees in its first billing cycle. The first
will be for its partial quarter. The second will be for the upcoming full quarter. The fees will be charged in the first
month of the next quarter. Going forward, our fees are calculated at the end of the quarter and charged during
the first month of the quarter based on the quarter-end balance of the portfolio, as determined by the custodian,
at the end of the previous quarter. Additional deposits of funds and/or securities will be subjected to the same
billing procedures.

As previously mentioned, our fees are negotiated on a client-by-client basis. Therefore, we have client
relationships that pre-date the current annual fee schedule referenced above. As a result, some clients’ annual
fee for investment management services will be higher or lower than the schedule outlined above.

At our discretion, we may combine the account values of family members living in the same household to
determine the applicable advisory fee. For example, we may combine account values for you and your minor
children, joint accounts with your spouse, and other types of related accounts. Combining account values may
increase the asset total, which may result in you paying a reduced advisory fee based on the available breakpoints
in our agreed upon fee schedule.

Assets Under Advisement and Held Away Assets
For certain clients, we charge an advisory fee on the client’s assets under advisement and held-away account(s)
(as described above in Item 4 – Advisory Business). This fee is deducted from another account that we manage

Dolan Capital Advisors, LLC
March 2026                                   Form ADV Part 2A Disclosure Brochure                               Page 7 of 17

for the client at a qualified custodian or paid directly by the client on a quarterly basis. The specific fee schedule
is established in the client’s written investment advisory agreement with DCA. The client does not incur any
additional charges as a result of using the third-party intermediary’s order management system; however, the
market value information provided by the third-party intermediary’s order management system is used to
calculate our investment advisory fee. That market valuation may be different from the market valuations
provided by the custodian due to timing of corporate actions, accrued interest, and trade settlements.

We will deduct our advisory fee only when the following requirements are met:

     •     You provide our firm with written authorization permitting the fees to be paid directly from your account
           held by the qualified custodian,
     •     We send you an invoice showing the amount of the fee, the value of the assets on which the fee is based,
           the time period covered by the fee, and the specific manner in which the fee was calculated, and
     •     The qualified custodian agrees to send you a statement, at least quarterly, indicating all amounts
           disbursed from your account including the amount of the advisory fee paid directly to our firm.

We encourage you to reconcile our invoices with the statement(s) you receive from the qualified custodian. If you
find any inconsistent information between our invoice and the statement(s) you receive from the qualified
custodian, call our main office number located on the cover page of this brochure.

You may terminate the investment advisory agreement at any time upon written notice without penalty within
five (5) business days after the date of signing the investment advisory agreement. Thereafter, the investment
advisory agreement will continue until terminated by either party after five (5) days’ written notice to the other.
Termination of the investment advisory agreement will not affect (a) the validity of any action previously taken by
...

Item 7 Types of Clients
We offer investment advisory services primarily to individuals (other than high net worth individuals) and high net
worth individuals.

In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we
have the right to terminate your account if it falls below a minimum size which, in our sole opinion, is too small to
manage effectively.

Dolan Capital Advisors, LLC
March 2026                                 Form ADV Part 2A Disclosure Brochure                            Page 9 of 17

We charge a minimum annual fee of $8,000 for all new clients to open an advisory account. At our discretion we
may waive or reduce the minimum fee.

We may also combine account values for you and your minor children, joint accounts with your spouse, and other
types of related accounts to meet the stated minimum.