Dow Capital Management (DCM) offers ongoing investment portfolio management services tailored to individual client goals, risk tolerance, and time horizon. DCM creates an Investment Policy Statement for each client to guide investment decisions. DCM primarily invests in mutual funds, equities, bonds, and ETFs. Clients can place restrictions on investments, but DCM may terminate the relationship if the restrictions hinder their ability to manage the account.
Assets Under Management$2.8M
Clients4
Advisors1
Avg. per Client$700K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.33% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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