Dhyan Capital Management provides ongoing investment management based on your financial situation and goals. They also offer financial planning services, including written plans and consultations, covering topics like asset allocation, budgeting, and risk management. Dhyan Capital Management primarily invests in mutual funds, ETFs, exchange-listed securities, and other securities.
Assets Under Management$35M
Clients10
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Dhyan Capital Management charges a percentage of your portfolio annually, with the rate negotiable up to a maximum of 2.00%. The fee is calculated based on the value of your account at the end of each quarter and is billed in arrears. The fees are negotiable based on the type of client, complexity, and relationship with the advisor.
Loading...