Areas of Practice
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 | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for consolidated portfolio balances over $3,000,000. Accounts with 100% in fixed income investments follow the above schedule for the first 2 years, then 0.75% or less thereafter. Topaz Plan (limited service, passive portfolio management) is 0.35% for balances under $2,999,999.99, plus a $700 setup fee in the first year. Topaz fees are negotiable for balances over $3,000,000. Opal Plan (limited service) has a minimum fee of $900/year.
Fee Estimator
Location
8080 Moorsbridge Rd, Suite 200, Portage, MI, 49024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Docsa Capital Management, INC.
State Registrations4 states
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