DeFelice Capital Management (DCM) is a money management firm that invests in stocks, bonds, mutual funds, and ETFs. DCM offers two investment approaches: a Concentrated Approach for high-net-worth individuals and a General Approach tailored to individual client needs. DCM also provides financial planning services to help clients achieve their retirement goals. DCM may refer clients to Third Party Advisors (TPAs) and share fees.
Assets Under Management$61M
Clients7
Advisors1
Avg. per Client$8.7M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$250K
Planning is charged separately
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable for accounts over $50 million.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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