DuShane Management, Inc. (DSM) offers investment management services to individuals and businesses. DSM manages investment portfolios on a discretionary basis, using strategies based on the book 'Beyond Folly' and relative strength analysis. DSM does not act as a custodian of client assets; Charles Schwab & Co. Inc. serves as the custodian. DSM also provides a quarterly newsletter to clients at no charge.
Assets Under Management$16M
Clients29
Advisors1
Avg. per Client$540K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $10.0M | Included |
| $10M+ | 0.70% |
Fees are generally negotiable. Total asset calculation generally (but need not be limited to) refers to total household assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...