The Dowling Group Wealth Management offers personalized investment advisory services, including portfolio management, financial planning, and selection of other advisors. They tailor their advice to each client's needs, considering their financial situation, objectives, and risk tolerance. They monitor portfolios and rebalance them as needed. They also offer broad-based and modular financial planning services.
Assets Under Management$180M
Clients324
Advisors2
Avg. per Client$550K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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 for accounts over $20,000,000. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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