Dattilio & Ash Capital Management creates and manages investment portfolios tailored to the needs of individuals, families, trusts, businesses, and charitable organizations. D&A specializes in investment planning for retirement, college funding, estates, and charitable foundations. D&A uses low-cost exchange traded funds and mutual funds to build portfolios and may use third-party asset managers.
Assets Under Management$18M
Clients31
Advisors2
Avg. per Client$590K
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Lower fees may be negotiable in certain circumstances involving exceptionally large accounts or accounts which require a reduced level of advisory service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...