Docsa Capital Management, INC.
Assets Under Management
$86.0M
Number of Clients
73
Number of Advisors
3
Avg. Portfolio per Client
$1.2M
Avg. Managed per Advisor
$28.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Docsa Capital Management offers personalized financial planning and investment management services. They work with individuals, small business owners, trusts, and estates. Docsa Capital Management aims to create balanced strategies tailored to each client's best interest. They do not sell products or accept referral fees, and are compensated solely by client fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for consolidated portfolio balances over $3,000,000. Accounts with 100% in fixed income investments follow the above schedule for the first 2 years, then 0.75% or less thereafter. Topaz Plan (limited service, passive portfolio management) is 0.35% for balances under $2,999,999.99, plus a $700 setup fee in the first year. Topaz fees are negotiable for balances over $3,000,000. Opal Plan (limited service) has a minimum fee of $900/year.
Fee Estimator
Areas of Practice
Location
8080 Moorsbridge Rd, Suite 200, Portage, MI, 49024
