Dara Capital US, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Dara Capital US offers financial advice to sophisticated investors, trusts, and family offices, focusing on wealth preservation, global investments, and jurisdictional diversification. Dara Capital tailors its advice to each client's needs, emphasizing objectivity, transparency, and risk management. They provide assistance with foreign estate planning, investment management, philanthropy, and family governance structures. While quantitative analysis is important, Dara Capital also focuses on qualitative analysis of investment managers.

Assets Under Management$560M
Clients58
Advisors2
Avg. per Client$9.7M
Avg. per Advisor$280M

Fee Structure

Dara Capital US charges a fixed annual advisory fee that typically ranges from 0.6% to 2.0% of the value of your portfolio. The exact fee is determined using a sliding scale based on the size of your portfolio and may be negotiable. A minimum fee applies. Performance-based fees may also apply. Fixed and flat fees are generally payable quarterly.

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Location

2 Advisors at this firm