Desai Capital Management (DCM) actively manages client investment accounts, focusing on equity portfolios. DCM invests in domestic and international stocks, preferred equities, call/put options, and publicly traded mutual funds/ETFs. Client portfolios are managed based on a model portfolio, and clients are informed of risks. DCM assesses a client's financial knowledge and risk tolerance before providing investment services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
0.25% charged quarterly. In addition to the fees mentioned in Item 5, Clients will be charged a 10% performance fee on gains annually on an absolute return basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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