DV Capital Management, LLC provides personalized investment management services focused on long-term capital preservation and growth. DV Capital Management builds and manages customized portfolios using primary investments such as stocks and bonds, tailoring each portfolio to the individual goals and restrictions of the client. DV Capital Management serves individuals, trusts, estates, retirement accounts, and charitable organizations.
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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