Dovetail Wealth Management offers investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance. Dovetail provides comprehensive portfolio management, financial planning & consulting, and retirement plan consulting. They also offer access to LPL Financial's advisory programs.
Assets Under Management$330M
Clients857
Advisors3
Avg. per Client$390K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Dovetail Wealth Management offers investment management through LPL Financial's advisory programs. The annual fees for these programs vary, with a maximum of:
- Manager Access Select (MAS): Up to 3.00%
- Model Wealth Portfolio (MWP): Up to 2.83%
- Optimum Market Portfolio (OMP): Up to 2.50%
- Personal Wealth Portfolio (PWP): Up to 2.50%
For Comprehensive Portfolio Management, the maximum annual fee is 2.00%. Fees are negotiable and are deducted from the account quarterly in advance.
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