Dream Capital Advisors provides investment management services to individuals, trusts, estates, charitable organizations, and small businesses. They create customized portfolios based on each client's objectives, needs, and risk tolerance. Dream Capital manages accounts on a discretionary or non-discretionary basis, working with clients to evaluate asset allocations and rebalance portfolios as needed.
Assets Under Management$590M
Clients47
Advisors1
Avg. per Client$12M
Avg. per Advisor$590M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable based on historical relationship, account size, types of assets to be managed, service requirements, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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