DCA Investment Advisory manages investment portfolios for individuals and provides retirement plan consulting services for employers. The firm focuses on low-cost passive investment strategies using index funds, but also offers individual stock selection for accounts that meet specific criteria. For high-net-worth clients, DCA Investment Advisory provides custom portfolios with advanced strategies. The firm is led by Christopher S. Dountz and operates out of Chandler, Arizona.
Assets Under Management$72K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$72K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Base fee is 0.60% for passive model portfolios. A higher rate of 1.50% applies if individual stock selection is included. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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