DAE Capital Strategies LLC offers ongoing portfolio management services tailored to individual client goals and risk tolerance. Financial planning, including investment, retirement, education, and debt/credit planning, is included with portfolio management at no extra fee. DAE Capital Strategies generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and private placements.
Assets Under Management$21M
Clients106
Advisors1
Avg. per Client$200K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...