Dreyfuss Capital Management (DCM) offers ongoing portfolio management based on individual client goals and risk tolerance. DCM creates an Investment Policy Statement for each client. DCM may also act as a subadvisor to other investment advisors, serving institutional investors only. DCM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. Clients who elect portfolio management services are offered financial planning services with no additional fee.
Assets Under Management$48M
Clients46
Advisors1
Avg. per Client$1M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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