Houndstooth Investment Management offers ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Houndstooth creates an investment plan for each client and requests authority to make trades without asking first. Houndstooth also acts as a sub-advisor to other investment advisors. Houndstooth generally limits its investment advice to equities, ETFs and non-U.S. securities.
Assets Under Management$290K
Clients6
Advisors1
Avg. per Client$48K
Avg. per Advisor$290K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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