CD
CD

Chris Dountz

17 Years of Experience
Chandler, AZ

Chris Dountz is a registered investment advisor at Dca Investment Advisory, LLC, based in Chandler, AZ, with 17 years of industry experience. Chris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$3.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.60%

For clients choosing to utilize only DCA's pre-defined model portfolios and the associated passive investment vehicles and/or other actively managed funds that comprise these portfolios. Clients seeking to incorporate common stocks into their investment strategy will be charged 1.50% of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chandler, AZ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Dca Investment Advisory, LLC
September 2008 - Present · 17 yrs 8 mos
State Registrations2 states
AZOH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.