DCJ Global Wealth Management provides portfolio management services using strategic asset allocation and technical and fundamental analysis. The firm may recommend third-party money managers. Investment advice is tailored to each client’s goals, risk tolerance, and diversification needs. The firm's investment approach uses technical analysis, specifically point and figure charting, and fundamental analysis to evaluate securities.
Assets Under Management$47M
Clients112
Advisors1
Avg. per Client$420K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
DCJ Global Wealth Management charges a percentage of your portfolio's value each year. The fees are deducted directly from your account quarterly. The percentage charged depends on the amount of assets managed and may be negotiable.
- $100,000 to $499,999: 2.00% per year
- $500,000 to $1,999,999: 1.5% to 1.99% per year
- $2,000,000 and above: Negotiable
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