Denewiler Capital Management (DCM) offers investment management and financial planning services. DCM manages equity, fixed income, and balanced portfolios tailored to individual client goals and risk tolerance. DCM's investment strategy, Dividend Growth from Blue Chip America, focuses on long-term growth and dividend-paying companies. Financial planning is included for investment management clients at no additional cost. Standalone financial planning is available on an hourly basis.
Assets Under Management$94M
Clients112
Advisors2
Avg. per Client$840K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are calculated based on the actual number of days in each quarter.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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