DCA Family Office offers non-discretionary investment recommendations related to private funds and alternative investments. They may also provide cash management advice. DCA uses a six-step process to tailor investment plans to each family's needs, including gathering information, analyzing scenarios, formalizing a written investment policy, implementing the plan, and monitoring investments. DCA collaborates with other professionals on legal, tax, and other issues. They focus on identifying and managing tax-efficient investments across diversified asset classes, primarily in private investment vehicles.
Fee Structure
DCA Family Office's portfolio management fee is determined based on the nature of the services and the complexity of the client's circumstances. Fees are agreed upon in writing. The fee is generally charged as a percentage of assets managed. DCA may also receive a performance-based fee, not exceeding 10% of the account's overall performance, based on actual realized cash received by the client. A minimum of $50,000,000 of assets under management is typically required, but can be waived.