Dubois Capital Management (DCM) provides investment management and financial consulting to individuals, high net worth individuals, and businesses. DCM determines investment goals, risk tolerance, and time horizons to create tailored investment strategies. DCM also offers financial consulting services covering topics like retirement, debt repayment, estate planning, and tax planning. DCM may use model portfolios from Altruist LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, complexity of accounts, householding of all accounts, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Altruist LLC's Model Marketplace fees range between 0.00% and 1.00% and are automatically passed through to and debited from clients’ accounts.