Dogwood Capital builds investment portfolios for individuals based on their objectives, risk tolerance, and time horizon. Portfolios are constructed using stocks, bonds, funds, and options, and the firm uses technical and fundamental analysis. The firm's typical client is an individual, from novice to sophisticated.
Assets Under Management$5.8M
Clients6
Advisors1
Avg. per Client$960K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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