Data One Capital Management provides investment advisory services, managing portfolios based on clients' objectives. They use a tactical allocation strategy, primarily using exchange-listed equity securities. Data One tailors its services to individual client needs and may recommend redistributing investment allocations to diversify the portfolio. They do not provide portfolio management services to wrap fee programs.
Assets Under Management$40M
Clients1
Advisors2
Avg. per Client$40M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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