Dennis Capital Management (DCM) offers investment supervisory services, which include reviewing a client's financial situation and helping them establish investment objectives based on their risk tolerance. DCM manages client investments on an ongoing basis. Most clients give DCM the authority to make investment decisions for them. The firm does not specialize in a particular type of advisory service.
Assets Under Management$26M
Clients70
Advisors1
Avg. per Client$380K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.90% |
| $1M+ | 0.90% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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