Black Dog Wealth is a registered investment advisor offering investment management and financial planning services. BDW is a fee-only firm, meaning it only gets paid by its clients for its services. BDW offers investment management, financial planning, and educational seminars/speaking engagements. BDW may recommend third-party professionals, but clients are never obligated to use them. BDW does not receive compensation from third-party professionals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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