DeWitt Capital Management (DCM), operating as InFocus Wealth Strategies, provides investment management services on a discretionary or non-discretionary basis. DCM monitors portfolios and makes changes as needed. They may invest client assets in model portfolios. DCM also offers financial consulting services on topics like asset allocation, risk management, and investment planning. DCM also provides sub-advisory services to other investment advisors.
Assets Under Management$110M
Clients88
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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