Bulldog Financial Planning offers hourly financial planning, discretionary investment management, and wealth management services. Financial planning covers topics like budgeting, investments, insurance, education, retirement, taxes, special needs, and estate planning. Investment management is offered through a wrap program with personalized strategies. Bulldog Financial Planning also provides financial advice, planning sessions, seminars, and training sessions.
Assets Under Management$1.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.9M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. The calculation may be based on the number of business days in the year or on the number of calendar days in the year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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