D.T. Carson Asset Management (DTC) manages investment portfolios and provides financial planning services. DTC offers continuous advice based on individual client needs, developing investment plans with asset allocation targets. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning.
Assets Under Management$550K
Clients7
Advisors1
Avg. per Client$79K
Avg. per Advisor$550K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Annual fees are negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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