Diversified Consumer Planning LLC (DCP LLC) offers personalized investment advisory services using data-driven, AI-enhanced strategies. DCP LLC focuses on individual equities, exchange-traded funds (ETFs), and exchange-traded notes (ETNs). DCP LLC also offers financial planning as a complimentary service to portfolio management clients, including investment, life insurance, tax, retirement, education, and debt/credit planning.
Assets Under Management$9.7M
Clients50
Advisors2
Avg. per Client$190K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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