District Capital Management offers customized investment advice and manages investment portfolios for individuals, high net worth individuals, businesses, and charitable organizations. District Capital works with clients to define their investment goals, risk tolerance, and financial situation to create a suitable investment strategy. The firm also offers financial planning services, including cash management, debt management, insurance planning, retirement planning, investment planning, and estate planning.
Assets Under Management$30M
Clients40
Advisors3
Avg. per Client$740K
Avg. per Advisor$9.9M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable. Fees will never exceed more than 2% of the client’s account value.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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