Mei Davidson is a registered investment advisor at Dcm Advisors, LLC, based in New York, NY, with 8 years of industry experience. Mei operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 57 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DCM Advisors charges a percentage of your portfolio's value each year for investment management. The specific rate depends on the investment strategy used.
DCM All Cap Strategy:
- First $5,000,000: 0.80%
- Next $10,000,000: 0.75%
- Next $25,000,000: 0.68%
- Next $40,000,000: 0.60%
- Remainder: 0.52%
DCM Large Cap Value Strategy:
- First $25,000,000: 0.75%
- Remainder: 0.60%
For individualized asset management services, the fee is negotiable but generally varies between 0.50% and 1.20%, depending on the size and composition of your portfolio and the type of services rendered.
Location
33 Whitehall Street, 11th Floor, New York, NY, 10004
Get directionsHistory
Regulatory History (2)
Regulatory
September 2024Employment Separation After Allegations
March 2024Employment History
Current Registrations
Dcm Advisors, LLC
Dinosaur Financial Group, L.L.CBroker
Previous Registrations
Sb Advisory, LLC
San Blas Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.