Rain Dog Financial offers ongoing investment management services, creating personalized investment strategies based on your goals and risk tolerance. They primarily use index funds and fixed-income securities but may include individual stocks, bonds, and other investments. As part of their service, they may also complete a financial plan for you, covering topics like estate planning, investments, taxes, retirement income, and college planning. This financial planning service is provided at no additional cost.
Assets Under Management$7.3M
Clients6
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:$450K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Annual investment advisory fee of $7,500.00 plus 0.25% based on the total assets under management. The annual fee is negotiable based upon certain criteria. In no case will fees exceed 2.00% of total assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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