DC & Associates offers portfolio management services based on individual client goals and risk tolerance. They use various methods of analysis including charting, fundamental, technical, cyclical, and modern portfolio theory. Clients can access third-party investment solutions through AssetMark. DC & Associates also provides financial planning services covering investments, insurance, taxes, retirement, college, and estate planning.
Assets Under Management$16M
Clients65
Advisors1
Avg. per Client$250K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The advisory fee is negotiable. DC & Associates may also direct clients to AssetMark, where total fees can reach up to 3.1% annually, including both an advisory fee paid to DC & Associates (up to 1.95%) and a platform fee paid to AssetMark and third-party managers (0.25% to 1.15%).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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