BD Capital, operating under Bryce Joseph Dooley, provides investment advisory services, including portfolio construction and management. BD Capital focuses on fundamental analysis of stocks, seeking opportunities with limited downside risk and potential for adequate return. BD Capital typically maintains a concentrated portfolio of five to fifteen stocks and is suited for clients with a long-term investment horizon.
Assets Under Management$6.6M
Clients62
Advisors1
Avg. per Client$110K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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