ScholarDog LLC is a registered investment advisor based in Irvine, California. Upon commencing operations, ScholarDog expects to provide ongoing, non-discretionary portfolio advisory services to individuals, families, and closely held businesses. The firm focuses on simple, low-complexity, and long-term investing strategies, typically recommending diversified exchange-traded funds, index funds, United States Treasury bills and notes, and cash-management positions rather than individual stocks or speculative products. Recommendations are tailored to each client's specific financial condition, goals, time horizon, and risk tolerance. ScholarDog operates on a non-discretionary basis, meaning clients retain final decision-making authority and must authorize all transactions. The firm does not currently offer stand-alone financial planning services, wrap fee programs, or discretionary portfolio management, and it does not maintain custody of client funds or securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3M+ | 0.45% |
Fees may be negotiated based on account size, complexity, service scope, and household relationships. Rates are applied straight-tier to the entire account balance.