Pricing

Financial Planning

Annual Advisory Fee

Financial Planning annual fees include comprehensive financial planning plus ongoing investment advice. In this model, you will have control over the trading of your investment accounts. If you’d like to have District Capital directly manage your IRA or brokerage accounts, our investment management fees will apply. Clients who avail of both may receive reduced pricing.

Individuals

$3,300 – $6,000

($275 to $500/month)

Couples

$4,200 – $8,400

($350 to $700/month)

We offer pro-bono financial planning for individuals who earn less than $56,000 per year or families who earn less than $75,000 per year.

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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