Dogwood Capital Management

Dogwood Capital Management, Inc. is a registered investment advisor established in July 1999 and located in Nevada. The firm, owned and operated by A. Todd Black, CFP, offers financial planning and investment management services to individuals, high net worth individuals, trusts, and estates. As a fiduciary, Dogwood is committed to upholding a duty of loyalty, fairness, and good faith towards each client, seeking to mitigate conflicts of interest. The firm's investment approach is primarily long-term focused, utilizing diversified mutual funds, exchange-traded funds, individual stocks, and bonds to meet client needs. Dogwood may recommend Townsquare Capital as a sub-advisor and provides investment advisory solutions on a discretionary basis. Clients can expect to pay an annual fee based on assets under management, ranging from 0.50% to 1.00%. Financial planning services are offered at an hourly rate of $250 to $500. Dogwood does not charge performance-based fees and does not receive commissions or compensation from third parties. The firm does not engage in soft dollar programs and does not have discretionary authority over the selection of custodians. Clients are encouraged to review statements provided by the custodian for accuracy. Dogwood does not accept voting authority for client securities and has no adverse financial situations that would impair its ability to meet obligations. The firm's principal officer, A. Todd Black, is dedicated solely to the investment advisory activities of Dogwood's clients.