DeWitt Capital Management (DCM) offers financial planning and investment management services to individuals, trusts, and estates. DCM helps clients with financial goal setting, problem identification, cash flow, tax, insurance, investment, education, retirement, and estate planning. DCM is a fee-only firm and does not sell commissioned products or accept commissions or finder's fees. DCM makes the final investment decisions for clients under a limited power of attorney.
Assets Under Management$21M
Clients16
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees are NOT NEGOTIABLE.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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