Bulldog Asset Management, INC.

Fee-Only (% of Portfolio)

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.

Assets Under Management$61M
Clients45
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$61M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.75%
$2.5M+0.50%

All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Bulldog Asset Management, INC. | TrueAdvisor