Dodge & Cox Review


Trust Score 88%
Trust Score info_outline
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Dodge & Cox, federally registered in 1959, is a Registered Investment Advisor (RIA) in 41 state(s) with a licensed staff of 2 advisors. Dodge & Cox manages $316 billion and provides investment advisory services for 377 clients (1:189 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 59 years

Considerations


  • There is only one licensed advisor for every 189 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Firm privately manages or owns some of the products they recommend and may be incentivized to sell those products over others to their investors

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $10,000,000
Minimum Annual Fee $0
Average Account AUM $838,071,849
Hybrid Advisor No
Disciplinary History No
Total AUM $316 billion
Advisor / Client Ratio 1:189
Headquarters San Francisco, CA
SEC Filings Forms and Brochures


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