Dimension Capital Management offers investment advisory services on both discretionary and non-discretionary bases. They build customized portfolios based on client objectives, using a mix of passive ETFs, mutual funds, and other investment vehicles. DCM also provides consolidated reporting and performance benchmarking across multiple custodians and accounts. They act as an investment advisor to a series of onshore and offshore funds to facilitate client access and create economies of scale.
Assets Under Management$6.6B
Clients587
AdvisorsN/A
Avg. per Client$11M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20.0M - $40.0M | 0.80% |
| $40.0M - $80.0M | 0.70% |
| $80.0M - $160.0M | 0.60% |
| $160M+ | 0.55% |
At an eligible Client Account’s request, DCM may negotiate fee structures that include performance incentive fees and/or hurdle rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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