The Dowling Group Wealth Management is a registered investment advisor based in Greenwich, Connecticut, providing personalized portfolio management, financial planning, and selection of third-party investment managers since 1989. The firm builds customized investment portfolios using exchange-listed securities, mutual funds, exchange-traded funds, bonds, and alternative investments, offering both discretionary and non-discretionary management. For financial planning, The Dowling Group Wealth Management delivers broad-based, modular, and consultative plans covering various financial resources. The firm tailors its services to individual client needs, investment objectives, and risk tolerance, and requires a minimum investment of $500,000 for advisory accounts, though this minimum may be waived at its discretion. The team also incorporates goal-based investing, fundamental analysis, and technical analysis in its long-term growth strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable depending on individual client circumstances. Family member accounts living in the same household may be combined to lower the fee.