Financial Advisor Fees- District Capital Management
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District Capital Management Financial Planner near me

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Financial Planning

Annual Advisory Fee

Financial Advisor Fees

Individuals

$3,000 – $4,800

($250 to $400/month)

  • Written comprehensive financial plan
  • Three Zoom meetings per year to discuss action items and new advice
  • Unlimited email support
  • Monthly newsletter
  • Ongoing investment guidance
  • Access to budgeting software
  • Access to modern task tracker
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Financial Advisor Cost

Couples

$4,200 – $7,200

($350 to $600/month)

  • Written comprehensive financial plan
  • Three Zoom meetings per year to discuss action items and new advice
  • Unlimited email support
  • Monthly newsletter
  • Ongoing investment guidance
  • Access to budgeting software
  • Access to modern task tracker
Get Started

Investment Management

Annual Advisory Fee

  • Assets Under Management
    Annual Fee / Rate (%)
  • $0 to $100,000
    $1,000
  • $100,001 to $1,000,000
    1.00%
  • $1,000,001 to $5,000,000
    0.85%
  • $5,000,001 to $10,000,000
    0.50%
  • Above $10,000,001
    0.35%
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District Capital Management, LLC is a Registered Investment Advisor in Washington, DC, California, Illinois, Maryland, and Virginia.

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