Davidson Capital Management (DCM) offers investment management services to individuals, charitable organizations, corporations, and defined contribution plans. DCM uses stocks, exchange traded funds, bonds, and no-load mutual funds to develop asset allocation strategies. DCM adjusts portfolio asset mixes to meet investment objectives and consults with clients to assess their risk tolerance, time horizon, and liquidity constraints.
Assets Under Management$570M
Clients426
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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