Dow Family Office Advisory, LLC

Fee-Only (% of Portfolio)

Dow Family Office Advisory offers customized investment management and related advisory services to individuals, high net worth individuals, trusts, estates, businesses, charities, and other registered investment advisors. Dow Family Office Advisory builds portfolios primarily using individual stocks and bonds, alongside exchange-traded funds and legacy assets when appropriate, tailored to each client's specific goals, risk tolerance, and financial situation. The firm operates as a fiduciary, meaning they are legally required to act in your best interest. In addition to direct management for individual clients, Dow Family Office Advisory also provides sub-advisory investment management services for other registered investment advisors by managing portions of their client portfolios using established model strategies.

Assets Under Management$0
ClientsN/A
Advisors7
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees range up to 1.25% annually depending on services, asset levels, and relationship complexity. Fees are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7 Advisors at this firm

Dow Family Office Advisory, LLC - Fees, AUM & Advisors | TrueAdvisor