Dundee Capital Management is a registered investment advisor founded in 2026 and based in Redondo Beach, California. The firm offers comprehensive wealth management services, combining personalized investment management with financial planning. When managing portfolios, Dundee Capital Management builds custom asset allocations tailored to each client's specific goals, risk tolerance, and tax considerations, primarily utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. In addition to ongoing portfolio management, Dundee Capital Management provides financial planning covering areas such as retirement planning, cash flow and debt management, college savings, estate planning, business consulting, risk management, and tax coordination. Clients can also hire Dundee Capital Management for standalone, project-based financial planning to address specific questions or goals. The firm operates on a fee-only basis, meaning it is compensated solely by client fees and does not accept commissions or product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees are negotiable and household accounts may be aggregated. Financial planning is included at no additional cost.