Dovetail Financial Group offers investment management and financial planning services. For investment management, they create a portfolio based on your goals, risk tolerance, and time horizon, and review it quarterly. Financial planning covers areas like personal finances, taxes, investments, insurance, retirement, and estate planning. They also offer consulting services on specific financial topics.
Assets Under Management$300M
Clients342
Advisors3
Avg. per Client$870K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...