DCM Advisors, LLC manages investment portfolios and provides wealth advisory services for individuals, families, and institutions. The firm offers various equity and bond strategies, including all-cap, large-cap value, and equity income portfolios, alongside customized wealth management. Investment strategies utilize fundamental research, technical analysis, and active management to align with clients' objectives and risk tolerance. DCM Advisors, LLC tailors its advice to meet individual needs and permits client-imposed restrictions on specific securities or sectors.
Assets Under Management$260M
Clients51
Advisors5
Avg. per Client$5.1M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3M+ | 0.50% |
Fees vary by strategy (All Cap, Large Cap Value, Wealth Advisory) and are negotiable based on account size and composition.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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