Water Dog Asset Management offers investment advice, including reviewing client goals, recommending asset allocation strategies, and preparing written investment strategies. They provide both discretionary and non-discretionary investment advisory services through managed account programs. The firm's advice is tailored to meet client needs and investment objectives, and clients can impose restrictions on investments.
Assets Under Management$4.7M
Clients17
Advisors1
Avg. per Client$280K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000. Using the previous tier's fee percentage.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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