Dpcm

Fee-Only (% of Portfolio)

Decade Perspective Capital Management (DPCM) manages investment accounts for individuals, aiming for long-term growth while avoiding permanent losses. DPCM invests client accounts in a portfolio of securities that mirrors the advisor's own long-term investments. DPCM focuses on individual security selection and provides financial planning advice as requested, but does not specialize in areas like tax or estate planning. DPCM requires clients to use Charles Schwab for transactions.

Assets Under Management$77M
Clients270
Advisors1
Avg. per Client$290K
Avg. per Advisor$77M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Dpcm | TrueAdvisor