DCA Investment Advisory provides investment advice to individuals and retirement plans. For individuals, DCA offers low-cost passive investment solutions and strategies that include common stocks. For retirement plans, DCA analyzes and monitors investment options and service providers. DCA aims to minimize costs and act in the client's best interest.
Assets Under Management$3.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
For clients choosing to utilize only DCA's pre-defined model portfolios and the associated passive investment vehicles and/or other actively managed funds that comprise these portfolios. Clients seeking to incorporate common stocks into their investment strategy will be charged 1.50% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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