Yellow Dog Financial manages investment portfolios and provides personalized financial planning and retirement plan consulting for individuals, high-net-worth clients, and businesses. Yellow Dog Financial builds customized portfolios using low-cost index funds and exchange-traded funds, focusing on goal-based planning, asset allocation, and ongoing portfolio monitoring. Clients work one-on-one with an advisor to develop personalized financial strategies covering retirement, cash flow, insurance, and estate planning. Yellow Dog Financial operates as a registered investment advisor and does not have any minimum account size requirements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable. Investment management is included at no additional cost for clients participating in ongoing financial planning.