Dotch Capital offers asset management services, managing client accounts with continuous supervision and investment opportunities in various securities. They also provide financial planning and consulting services, helping clients understand their financial situation and set objectives through financial plans or consultations covering goals, tax strategies, asset allocation, and retirement planning. Dotch Capital also offers retirement plan consulting services to employer-sponsored retirement plans.
Fee Structure
Dotch Capital charges a percentage of your portfolio each year. The fees are negotiable.
The standard fee schedule is:
- First $0 - $2,000,000: 2.50% per year
- Next $2,000,001+: 2.20% per year
There are also available client discounts based on the amount you invest:
- $0 - $50,000: 25% discount
- $50,000 - $250,000: 40% discount
- $250,001 - $1,000,000: 55% discount
- $1,000,001 - $2,000,000: 75% discount
- $2,000,001+: 80% discount
Dotch Capital also offers fixed fees for asset management:
- $0 - $499,000: $7,500
- $500,000 - $999,000: $11,000
- $1,000,000 - $1,999,000: $12,500
- $2,000,000 - $7,499,000: $37,500
- Over $7,500,000: $55,000