DCapital Wealth offers investment management on a discretionary basis, managing investments based on client objectives. They also provide financial planning as a benefit to investment clients, acting as a thought partner without charging a separate fee. DCapital does not receive commissions or participate in wrap fee programs, aiming to provide comprehensive financial solutions without conflicts of interest.
Assets Under Management$38M
Clients42
Advisors1
Avg. per Client$900K
Avg. per Advisor$38M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are subject to negotiation based on account size, scope of services, competition, investment strategy, and client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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