Alpha Dog Advisors manages investment portfolios and provides financial planning for individuals, high-net-worth clients, and businesses. Alpha Dog Advisors specializes in rules-based model portfolios, structured notes designed to protect principal and provide income, and tax-efficient strategies such as Roth individual retirement account conversions and deferred sales trusts. The firm builds portfolios using fundamental and technical analysis, incorporating asset classes like stocks, exchange-traded funds, bonds, and real estate investment trusts. Financial planning services, including retirement projections and cash flow analysis, are provided at no additional cost through digital client portals. Alpha Dog Advisors requires a minimum account size of $500,000 for its standard services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable or may be waived at the firm's discretion.