DFS Capital Management (DCML) provides ongoing portfolio management based on individual client goals and risk tolerance. DCML creates an Investment Policy Statement for each client. DCML may also provide advice on assets held away from DCML's primary custodian. Financial planning services are included at no additional charge for portfolio management clients. Clients who don't use DCML for portfolio management can engage DCML separately for financial planning services, subject to a separate agreement and fee.
Assets Under Management$750K
Clients7
Advisors1
Avg. per Client$110K
Avg. per Advisor$750K
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. Any assets under management held in U.S. Treasuries will be billed at .25% and any assets under management held in cash positions are excluded from billing.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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