Dubeau Capital USA provides investment management services, focusing on stocks and bonds. Investment advice is tailored to each client's objectives, risk tolerance, and income needs. Dubeau Capital manages investments with the ability to buy and sell securities without prior consultation. Clients are encouraged to notify Dubeau Capital of any changes to their financial situation.
Assets Under Management$48M
Clients11
AdvisorsN/A
Avg. per Client$4.4M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fees are negotiable based on factors such as asset size or prior relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.