Rain Dog is a fee-only fiduciary investment adviser. That means we are compensated only by our clients and do not receive commissions, revenue sharing, or product-based compensation.

Our advisory fee has two parts:

• $2,500 per quarter, plus
• 0.0625% per quarter of the assets we manage for you (0.25% annually).

This structure reflects two realities. Every client relationship requires a meaningful baseline of planning, analysis, portfolio management, and ongoing oversight. At the same time, the work does not increase in direct proportion to portfolio size. A combined base fee and AUM fee is a straightforward, transparent way to reflect both.

At $1 million in assets under management, the annual fee works out to 1.25%.
At $3 million, it works out to about 0.58%.
At $5 million, about 0.45%.
At $10 million, about 0.35%.

Who This Fee Structure Fits Best

Our fee structure works best for clients with $1 million or more in investment assets and is especially attractive for households with $3 million to $5 million or more, where disciplined planning, tax-aware portfolio design, and ongoing guidance can make a more meaningful difference.