D C Voss & Company provides financial planning and investment advice to individuals, trusts, and foundations. Their services include creating financial plans tailored to each client's needs, which may include recommendations for asset allocation, income tax planning, estate planning, retirement and cash flow planning, college education planning, and insurance planning. Most accounts are non-discretionary, meaning the firm seeks client approval before making trades. However, they also offer a Dividend Growth Strategy, which is a discretionary investment strategy.
Assets Under Management$210M
Clients57
Advisors1
Avg. per Client$3.6M
Avg. per Advisor$210M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fee schedule and minimum quarterly fee may be negotiable in some situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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