DanCourt Management (DML) manages investment portfolios for individuals, small businesses, trusts, and institutions. DML focuses on large and mid-cap stocks and ETFs. DML employs a long-term, growth-oriented equity strategy, and does not use margin, short sales, or derivatives.
Assets Under Management$96M
Clients13
Advisors1
Avg. per Client$7.4M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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