D Squared Capital Management (D2CM) manages individual investment portfolios, making buy and sell decisions based on your goals and financial situation. D2CM offers services through the D Squared Capital Management Program, which charges one fee for investment management and trade execution. D2CM may also offer investment advice outside of this program, where you pay a lower monthly management fee and trade execution costs are passed directly to you.
Assets Under Management$5M
Clients20
Advisors1
Avg. per Client$250K
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$780
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
For clients with several accounts, the management fee will be calculated based on an aggregate of all accounts and clients will be charged the lowest available rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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