David Oosterbaan is a registered investment advisor at Dco Capital Management LLC, based in Chicago, IL, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 28 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
DCO reserves the right to negotiate lower fees with clients.
Fee Estimator
Location
440 S. Lasalle St., Suite 1822, Chicago, IL, 60605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a member and managing member of Jackson Partnership LLC, a private fund, which will be dissolved once DCO Capital Management LLC is established. David is also a private real estate investor and works as a consultant for recruiting/business development, dedicating about a quarter of his time to these efforts.
Employment History
Current Registrations
Dco Capital Management LLC
State Registrations2 states
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