Dogpatch Wealth manages investment portfolios for individuals, high net worth clients, trusts, estates, and private foundations. Dogpatch provides ongoing investment management on an authority-to-trade basis, including goal setting, risk assessment, asset allocation, and the selection of individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. Dogpatch also manages a venture capital fund-of-funds for accredited investors. Dogpatch was established in 2014 and is based in San Francisco, California.
Assets Under Management$70M
Clients157
Advisors1
Avg. per Client$440K
Avg. per Advisor$70M
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 are negotiable for accounts above $20,000,000. There is a $5,000 minimum annual management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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