Donaldson Capital Management (DCM) offers investment management services to individuals, pension plans, trusts, estates, foundations, corporations, and other business entities. DCM provides ongoing supervision of client accounts, monitoring and making trades when necessary. Services are offered directly or through platforms sponsored by unaffiliated firms. DCM also offers investment consulting and financial planning services. Clients are advised to promptly notify DCM of any changes in their financial situation or investment objectives.
Assets Under Management$3.1B
Clients1,742
Advisors41
Avg. per Client$1.8M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.88% |
| $3.5M - $6.5M | 0.75% |
| $6.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. All households will have a minimum annual fee of $4,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
41 Advisors at this firm
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