DCO Capital Management offers investment advice and manages portfolios for individuals, trusts, estates, and other organizations. DCO will recommend an investment program based on your individual needs and circumstances, including your risk tolerance and financial goals. Financial planning is included as part of the investment program at no additional cost.
Assets Under Management$22M
Clients28
Advisors1
Avg. per Client$790K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
DCO reserves the right to negotiate lower fees with clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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