Dodge & Cox offers investment management in equity, fixed income, and balanced strategies. They manage separate accounts and mutual funds, using a research-driven, long-term approach. Dodge & Cox does not provide financial planning, tax, accounting, or legal services.
Assets Under Management$400B
Clients735
Advisors1
Avg. per Client$540M
Avg. per Advisor$400B
Fee Structure
Investment management only (planning not offered)
Dodge & Cox manages investments for separate accounts, charging a percentage of the assets. The specific percentage varies based on the type of account (U.S. Equity, Global Equity, Fixed Income, etc.) and the amount invested. The fee decreases as the amount invested increases. Certain longstanding clients have lower fee schedules than those offered to new clients.
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