Dhamma Capital offers both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. They also provide financial planning services covering wills, estate plans, investments, taxes, insurance, and retirement. Dhamma Capital also offers ERISA plan services to qualified retirement plans, acting as a fiduciary under certain circumstances. They may refer clients to third-party money managers, disclosing any associated conflicts of interest.
Assets Under Management$77M
Clients53
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Accounts in the same household may be combined for a lower annual fee. The annual fee may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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