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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range up to 1.25% annually depending on services, asset levels, and relationship complexity. Fees are negotiable at the firm's discretion.