DC Capital Management manages investment portfolios on an individualized basis and provides fee-based financial planning services. The firm makes investment recommendations in accordance with an Investment Policy Statement. Financial planning services include preparing a written financial plan for clients.
Assets Under Management$94M
Clients83
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.40% |
All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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