DPC Wealth Advisory Services acts as a solicitor, referring clients to UBS Financial Services and Integrated Wealth Concepts for investment advisory services. DP&C receives a referral fee from these third-party advisors based on a percentage of the fees the client pays them. DP&C does not manage client accounts or provide investment advice directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
DPC Wealth Advisory Services does not directly charge you any investment management fees. Instead, they receive a referral fee from UBS or Integrated, the third-party registered investment advisors, based on a percentage of the fees you pay them. The referral fee is 25% of the gross branch revenue from UBS and 30% of the gross advisory fee received by Integrated.
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