Dogpatch Wealth provides investment management services, including financial goal setting, risk assessment, and asset allocation. Dogpatch works with clients to outline their financial circumstances and investment objectives, then tailors an investment management program to their needs. Dogpatch uses separate investments in equities, mutual funds, exchange-traded funds, exchange-traded notes, private partnerships, bonds, cash-equivalents, and other instruments.
Assets Under Management$65M
Clients123
Advisors1
Avg. per Client$530K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees negotiable for accounts above $20,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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