Dynamic Capital Management (DCM) manages stock and bond portfolios for taxable, IRA, Roth, SEP, Trust, Corporate, Pension, and College accounts. DCM focuses on large-cap value stocks and aims to minimize taxes while maximizing long-term wealth. DCM develops customized portfolios and works with clients to determine an appropriate asset allocation. DCM's investment approach is valuation-driven, focusing on undervalued companies and managing risk through diversification and a disciplined selling strategy.
Assets Under Management$15M
Clients31
Advisors1
Avg. per Client$480K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fees may be negotiable depending on account size and allocation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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