Stephen Constantine is a registered investment advisor at Dsm Capital Partners, based in Mount Kisco, NY, with 16 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,210 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DSM Capital Partners manages investments through separately managed accounts. The annual fee is a percentage of the value of your investments, and the rate varies depending on the investment strategy and the amount you invest.
- Global Growth: The annual fee ranges from 0.45% to 0.65% depending on the amount invested.
- US Large Cap Growth: The annual fee ranges from 0.45% to 1.00% depending on the amount invested. Accounts starting with $200 million or more pay a flat fee of 0.45%. If the account value drops below $200 million, the tiered fee schedule applies.
- Global Focus Growth: The annual fee is 1.00% of the value of your investments.
- Dividend Growth: The annual fee ranges from 0.45% to 0.65% depending on the amount invested.
Location
320 East Main Street, Mount Kisco, NY, 10549
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Dsm Capital Partners
State Registrations1 state
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