Price List

Investment Management:

Rate Assets Under Management
1.44% Below $125,000
1.00% Between $125,000 and $750,000
.85% Between $750,000 and $1,250,000
.80% Between $1,250,000 and $1,750,000
.75% Between $1,750,000 and $2,500,000
.70% Between $2,500,000 and $3,250,000
.65% Between $3,250,000 and $4,250,000
.60% Above $4,250,000

A single rate is applied to the entire account. So a person with a $750,000.01 account pays less than a person with a $750,000 account. I will waive personal tax return fees for accounts over $1 million. For accounts that are above $5,250,000, we’ll need to discuss a custom rate. The fees are calculated according to the value of Assets under Management on the last day of each month. 

Tax Returns:

  • Individual: The price for a typical return ranges from $250.00 to $600.00. An extremely complex return can cost up to $1500.00.
  • Business: The price for a typical return ranges from $500.00 to $800.00. An extremely complex return can cost up to $2000.00.

Tax Consulting:

The first 30 minutes are free. It’s $185.00 per hour after that.

Financial Planning and Investment Consulting:

The first 30 minutes are free. It’s $185.00 per hour after that.

Business Development Consulting:

The first 30 minutes are free. It’s $185.00 per hour after that.

Financial Statements: 

The price ranges from $150.00 to $3000.00 per month depending on whether I’m writing checks, the number of locations, and the complexity.

Payroll: 

The price ranges from $150.00 to $750.00 depending on the number of employees and the number of paydays.

Tax Return Referral Discount:

Credit Provided Tax Return is Worth
$35.00 Up to $350.00
$60.00 $350.01 and above

General Referral Discount Information:

Resetting each month, every referral that you provide will earn you a 1.67% discount on all services rendered during that month. No discount is allowed to be given on any investment management or financial planning referral. Discounts are also available if services are bundled.

Reason for the Price Ranges:

Most prices are given as ranges as every tax and accounting case is unique and thus has to be given its own quote. My prices are extremely competitive with my industry. With other providers you will probably pay a higher price and you won’t get the complete transparency like you do with me.


Please call now at (503) 363-1550 or e-mail me at daniel@danieldollinger.com to find out more about how I can help you. You can also contact me through Facebook, LinkedIn, Twitter and Youtube. If you have a specific question, please send it to me through Facebook. I answer questions there all the time. I’m always happy to help. 

If anything that I mentioned above interests you, please consider downloading my free e-book. The book contains my thoughts on investment management and some information that I think everyone should know. You can also download it below.

E-Book Download

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