Davidson Kahn Capital Management (DKCM) offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. DKCM creates an Investment Policy Statement for each client. DKCM generally invests in equities, mutual funds, and ETFs. DKCM may request authority to make trades without asking you first.
Assets Under Management$420M
Clients252
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Portfolio Management Fees will not be more than 1.00% of assets under management. Advisory fees may vary among portfolios based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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