Purple Dog Investments provides asset management services based on model portfolios offered through Charles Schwab. These portfolios invest primarily in mutual funds and exchange traded funds. Purple Dog also offers consulting services, including financial and tax planning. Clients cannot impose restrictions that prevent them from being managed against one of Purple Dog’s model portfolios.
Assets Under Management$52M
Clients279
Advisors1
Avg. per Client$180K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Purple Dog Investments charges a percentage of your portfolio's value for investment management. The exact percentage is negotiable and will be specified in your agreement. There is no stated minimum account size.
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