DeCamilla Capital Management (DCM) offers asset management services to individuals and retirement plans. For individuals, DCM determines investment goals, risk tolerance, and time horizons to create tailored investment strategies. DCM manages accounts on a discretionary basis, meaning they can make trades without client approval for each transaction. DCM also provides services to retirement plans, acting as an investment manager with discretionary control over plan assets.
Assets Under Management$160M
Clients155
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$81M
www.decamillacapital.com ·www.instagram.com/decamilla_capital ·www.linkedin.com/company/decamilla-capital-mana...
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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