Darrell Capital Management (DCM) is a wealth management firm providing investment management and financial planning services. DCM works with clients to determine their financial goals, risk tolerance, and time horizon to design tailored investment portfolios. DCM also offers financial planning and consulting services covering various topics, including retirement strategies, cash flow management, and tax efficiency.
Assets Under Management$75M
Clients26
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts over $10,000,000. Different fees may be charged based on types of assets, related accounts, account composition, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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