UnderDog Wealth Management offers ongoing wealth management services, including asset allocation, portfolio design, and regular monitoring. They also provide personalized financial planning services for an hourly fee, covering retirement, education, cash flow, and estate planning. UnderDog Wealth Management manages assets in a non-discretionary capacity, requiring client permission before placing trades.
Assets Under Management$110M
Clients408
Advisors2
Avg. per Client$270K
Avg. per Advisor$56M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The maximum fee for UnderDog’s Wealth Management service as of September 21, 2015, is 1.75% annually. The fee charged is based on the scope and complexity of the work. UnderDog Wealth Management, LLC’s fees are negotiable. Existing clients may have a different fee structure.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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