D’Arcy Capital Management provides investment management with continuous supervision of client accounts. They also offer financial planning services covering estate, education, and retirement planning. D’Arcy uses a core and satellite approach to asset allocation, combining active and passive investments. They specialize in bond management, large and small cap value equity management, and dividend-paying equity securities. For high-net-worth clients, they may use separately managed accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.80% |
Fees are negotiable for accounts over $25,000,001. For assets managed in the individual stock programs (either Large Cap Value or Small Cap Value) an additional 0.50% annually is charged; however, the total fee will not exceed 1.75% annually. For assets managed in the cash management program, the fee is 0.25% annually. Separate account managers have their own fees which are separate and in addition to our management fee; the combination of our fee, the separate account manager fee, and custodian fee may exceed 1.75% annually.