D2 Capital Management is a registered investment advisor that provides investment advice and financial planning services. D2 offers managed account portfolio strategies tailored to individual client needs, including stock and fixed income strategies, and asset allocation portfolios. D2 also provides financial planning services covering personal finances, taxes, investments, insurance, retirement, and estate planning. Implementation of financial planning recommendations is at the client's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
D2 allows each Investment Adviser Representative (IAR) to determine their own fee schedule, break points (if any), and issue fee addendums at their discretion. As a result, D2 clients may pay less than the standard Advisory Fee. D2 also offers performance-based fees to qualified investors.