DP Capital Investment Management provides investment services based on each client's individual needs. They also offer financial planning and consulting services if requested. Investment solutions may include stocks, bonds, mutual funds, and exchange traded funds. DP Capital tailors its investment advisory services to the needs of each client, determining their needs, objectives, and circumstances before advising them.
Assets Under Management$35M
Clients18
Advisors1
Avg. per Client$2M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule shown is for Equity portfolios. Balanced portfolios: First $1M: 0.75%, Next $1M: 0.50%, Next $2M+: 0.25%. Bond portfolios: First $1M: 0.50%, Next $1M: 0.25%, Next $2M+: 0.15%. Portfolio management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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