Black Dog Financial Planning manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning on topics like retirement, college savings, and estate planning. Ongoing financial planning is available for a monthly or quarterly fee, where a planner helps clients develop and implement their plan. Black Dog Financial Planning primarily practices passive investment management.
Assets Under Management$4.7M
Clients24
Advisors1
Avg. per Client$200K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.35% |
| $150K - $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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