Dillon Capital Management (DCM) offers investment management and consulting services to both individual and institutional investors. DCM focuses on a long-term, risk-averse approach, using quantitative and fundamental research to manage diversified portfolios of stocks, bonds, and mutual funds. DCM also provides investment management and consulting services for pension plan sponsors and participants, acting as a fiduciary for pension plans. DCM does not charge commissions and does not take custody of client funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable within the disclosed range. Schedule shown is for Strategic Portfolio Series and Equity Portfolio Series. 401(k) Pension Advisory fees are: Up to $5 million: 0.50%, $5 million to $20 million: 0.40%, $20 million to $50 million: 0.30%