Divergence Capital Management (DCM) provides discretionary money management services using a stock selection investment strategy. DCM works with clients to set investment objectives and create written investment guidelines tailored to their needs. Portfolios are managed on a discretionary basis and may include stocks, commodities, currencies, exchange traded funds, and various debt securities. DCM manages portfolios primarily for individuals.
Assets Under Management$2.3M
Clients11
Advisors1
Avg. per Client$210K
Avg. per Advisor$2.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The management fee is 1.25% for Capital Appreciation, 0.75% for Growth and Income, and 0.50% for Income. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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