Dogwood Investment Advisors offers investment management and financial planning services. For investment management, Dogwood creates custom portfolios based on your goals, using a tactical allocation strategy. They may use various investments, including stocks, bonds, mutual funds, and options. For financial planning, Dogwood helps clients define their investment goals, understand investment options, and provides recommendations for their portfolio. They also assist with personal finance, risk management, and retirement planning.
Assets Under Management$39M
Clients26
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$39M
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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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