Bulldog Asset Management, Inc. offers investment supervisory services, which include developing a portfolio allocation and selecting specific investments to achieve the desired asset allocation. The accounts are managed on an ongoing basis to continually evaluate selected investments and to ensure that the asset allocation remains consistent with the client’s goals.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
All fees are subject to negotiation.