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Why Choose Us
Why Hire An Advisor
Why DCM
Investment Philosophy
What We Offer
Financial Planning
Investment Management
Pricing
FAQ
Who We Serve
About
Blog
Contact
Pricing
Pricing
Annual Advisory Fee
Individuals
$3,000 – $4,800
($250 to $400/month)
Written comprehensive financial plan
Quarterly Zoom meetings to discuss action items, plan and new advice
Unlimited email support
Monthly Newsletter
Ongoing investment guidance
Get Started
Couples
$4,200 – $7,200
($350 to $600/month)
Written comprehensive financial plan
Quarterly Zoom meetings to discuss action items, plan and new advice
Unlimited email support
Monthly Newsletter
Ongoing investment guidance
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%
Schedule a free discovery call today
Schedule Free Call