Denner Capital Management manages investments for individuals and institutions, making investment decisions for clients. The firm helps clients decide how much of their assets should be in cash, bonds, and stocks. Clients choose between a moderate (60% maximum in stocks) or conservative (30% maximum in stocks) investment approach. Denner Capital Management does not take custody of client assets.
Assets Under Management$11M
Clients9
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.95% |
| $200K - $400K | 0.90% |
| $400K - $600K | 0.85% |
| $600K - $800K | 0.80% |
| $800K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.55% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $6.0M | 0.45% |
| $6.0M - $7.0M | 0.42% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.38% |
| $9.0M - $10.0M | 0.36% |
| $10M+ | 0.36% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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