Douglas Capital Advisors (DCA) offers investment management, financial planning, and wealth management services to individuals, businesses, and charitable organizations. DCA creates customized portfolios based on client's objectives, risk tolerance, and cash flow needs. DCA may recommend third-party investment advisors. DCA also provides financial planning services, including retirement, tax, insurance, and estate planning. DCA may receive commissions for selling insurance products, creating a potential conflict of interest.
Assets Under Management$100K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$50K
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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