Diversified Capital Wealth Management (DCWM) provides financial planning and investment management services. DCWM works with individuals, trusts, estates, and businesses. DCWM representatives start by understanding a client's financial situation and goals. They then recommend services to help the client achieve those goals. DCWM may use third-party managers to manage client assets, or may directly manage the assets themselves.
Assets Under Management$22M
Clients120
Advisors2
Avg. per Client$180K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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