Douglas Capital Management (DCM) offers investment management through separately managed accounts. DCM uses statistical models for stock selection, exchange traded fund selection, asset allocation, and market timing. DCM offers aggressive, focused, dynamic asset allocation, and tax efficient accounts. DCM also manages a hedge fund.
Assets Under Management$63M
Clients96
Advisors1
Avg. per Client$660K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
DCM offers several types of investment accounts with different fee structures:
- Dynamic Asset Allocation Accounts and Tax Efficient Accounts: Fees range from 0.5% to 1.0% per year depending on the amount you invest.
- Focused Trading Accounts: 2.0% per year of the value of the account.
- Aggressive Trading Accounts: No annual management fee. Instead, DCM charges 20% of the net income earned in the account each quarter, subject to certain limitations.
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