Dogwood Capital Management provides financial planning and investment management services to individuals, high net worth individuals, trusts, and estates. Financial planning covers areas like investments, taxes, legal, and insurance. Investment management involves creating customized portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. Dogwood may use unaffiliated investment managers. Dogwood does not take custody of client funds.
Assets Under Management$45M
Clients45
AdvisorsN/A
Avg. per Client$1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The total blended fee, including Dogwood's fee and the Independent Manager's fee, will not exceed 1.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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