Kholt Mulderrig is a registered investment advisor at Dca Family Office, LLC, based in Roseville, CA, with 1 years of industry experience. Kholt 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, Suite 350, Roseville, CA, 95661
Get directionsHistory
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
Kholt is a member of JEES Holdings, LLC, a partnership formed to hold membership interests in passive, private placement investments. He spends minimal time on this activity, selecting investments in real estate and private equity and using personal funds for transactions.
Employment History
Current Registrations
Dca Family Office, LLC
State Registrations1 state
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.