DCG Wealth Management offers investment management using outside managers and financial planning services. For investment management, DCG helps clients select an appropriate allocation model, interacts with the outside manager, and reviews the manager's performance. Financial planning covers cash flow, debt management, college savings, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. They also offer project-based financial planning for specific needs.
Assets Under Management$5.9M
Clients32
Advisors1
Avg. per Client$190K
Avg. per Advisor$5.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
The annual advisory fee is capped at $12,000. This does not include the fee paid to the outside manager, which is 0.15%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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