DMC Wealth Management offers ongoing investment management, standalone financial planning, and retirement plan consulting for individuals, families, and retirement plans. DMC Wealth Management tailors its investment strategies to match your personal goals, time horizon, and comfort with risk, using various analysis methods such as fundamental and technical analysis, modern portfolio theory, and long-term and short-term purchases. In addition to managing portfolios, DMC Wealth Management assists with cash flow analysis, tax-aware planning, estate reviews, and insurance evaluations. The firm is owned by David M. Clark, a Certified Financial Planner, and operates out of Birmingham, Alabama.
Assets Under Management$66M
Clients70
Advisors1
Avg. per Client$940K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees for amounts over $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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