Dhyan Capital Management

Fee-Only (% of Portfolio)Fixed/Hourly

Dhyan Capital Management is a registered investment advisor based in Norwell, Massachusetts, founded and led by Daniel Singh, who holds the Chartered Financial Analyst designation. The firm provides continuous investment management tailored to individual client goals, risk tolerances, and financial situations. Dhyan Capital Management builds diversified portfolios primarily utilizing fundamental, technical, and cyclical analysis, with a focus on long-term value investing, equities, mutual funds, exchange-traded funds, and other securities. In addition to portfolio management, Dhyan Capital Management offers standalone financial planning and consulting services covering topics such as asset allocation, budgeting, cash flow analysis, and risk management. The firm operates with a fiduciary duty to act in the best interest of clients and does not have account minimums.

Assets Under Management$35M
Clients10
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$35M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee ranges up to a maximum of 2.00% and is negotiable based on client type, situation complexity, account composition, and relationship with the advisor.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Dhyan Capital Management - Fees, AUM & Advisors | TrueAdvisor