Dishmi Capital offers investment advisory services to individuals and other clients. As a fiduciary, Dishmi Capital aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Services include wrap comprehensive portfolio management and retirement plan consulting.
Assets Under Management$140M
Clients53
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$36M
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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