Dogwood Wealth Management provides investment advice to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Dogwood Wealth offers customized investment solutions and financial planning services, including retirement planning, education savings, and insurance needs. Dogwood Wealth also offers a standalone financial planning service called Elements, which is delivered independent of investment management.
Assets Under Management$230M
Clients242
Advisors4
Avg. per Client$960K
Avg. per Advisor$58M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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