Dovetail Financial Group manages investment portfolios and offers comprehensive financial planning and consulting services for individuals and families. Dovetail Financial Group builds personalized investment portfolios based on each client's specific goals, time horizon, and comfort with risk, using exchange-listed securities, mutual funds, exchange-traded funds, real estate investment trusts, and options. For investment management, Dovetail Financial Group charges an annual fee based on a percentage of the portfolio value, with a standard minimum account size of $400,000, though fixed fees can be negotiated for portfolio management as well. In addition to investment management, Dovetail Financial Group provides comprehensive financial planning covering personal records, taxes, cash flow, investments, insurance, retirement, death, disability, and estate planning, which is billed either hourly or through fixed project fees. Dovetail Financial Group also offers targeted consulting services for specific financial questions or projects.
Fee Structure
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 for accounts over $5M are custom. Fixed fees ranging from $2,500 to $7,500 are also available for portfolio management.