Curtis Rocca is a registered investment advisor at Dca Family Office, LLC, based in Roseville, CA, with 2 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DCA Family Office's portfolio management fee is determined based on the nature of the services and the complexity of the client's circumstances. Fees are agreed upon in writing. The fee is generally charged as a percentage of assets managed. DCA may also receive a performance-based fee, not exceeding 10% of the account's overall performance, based on actual realized cash received by the client. A minimum of $50,000,000 of assets under management is typically required, but can be waived.
Location
3721 Douglas Blvd., Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Curtis is a partner at DCA Partners, LLC and DCA Management Company, Inc., spending about 10-20% of his time on these activities. He is also a partner in JP Rocca Real Estate and Design Services, LLC and a board member of Casparian Holdings, LLC, dedicating minimal time to these roles.
Employment History
Current Registrations
Dca Family Office, LLC
State Registrations1 state
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