Dare Capital Management offers investment management, retirement planning, tax planning, and estate planning services to individuals, high net worth individuals, families, businesses, trusts, and estates. Dare Capital Management uses a core and satellite investment strategy, using broad market exchange traded funds supplemented with individual stocks. As a fee-only advisor, Dare Capital Management is legally required to act in your best interest and is compensated only by client fees.
Assets Under Management$19M
Clients55
AdvisorsN/A
Avg. per Client$340K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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