DV Capital Management (DVCM) offers investment management services tailored to each client's individual needs and investment objectives. DVCM primarily uses stocks and bonds and does not employ derivatives or alternative investment instruments. After discussing a client's circumstances, DVCM develops and manages a unique portfolio in accordance with those needs. Clients can impose restrictions on investments.
Assets Under Management$50M
Clients22
AdvisorsN/A
Avg. per Client$2.3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.75% |
Fees are negotiable for account assets over $20 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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