Alpha Dog Advisors creates and manages investment model portfolios for clients, other registered investment advisors, and employer-sponsored retirement plans. They offer portfolio management services with varying risk levels and a laddered strategy using structured notes. They also provide financial planning, cash flow analysis, estate planning assistance, and general advisory services. These financial planning services are offered for free through eMoney's Wealth Management Technology Platform.
Assets Under Management$130M
Clients341
Advisors2
Avg. per Client$390K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Alpha Dog Advisors also receives a fee of 0.5% for managing assets on the Mid-Atlantic platform.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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