Dewitt Capital Management LLC
Assets Under Management
$25.1M
Number of Clients
19
Number of Advisors
1
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$25.1M
Compensation
Fee-Only (% of Portfolio)
About This Firm
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 financial products or receive commissions.
Fee Structure
Investment management only (planning not offered)
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
—
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location
6 Brandon Lane, Mystic, CT, 06355