Docsa Capital Management provides personalized financial planning and investment management services. They focus on creating balanced strategies tailored to each client's needs. They offer services like retirement projections, tax analysis, portfolio review, and education funding. They also provide consulting services for small business retirement plans. Docsa Capital Management does not sell products or accept referral fees, and their compensation comes directly from client fees.
Assets Under Management$86M
Clients73
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for portfolios over $3,000,000. Accounts with 100% in fixed income investments follow the above schedule for the first 2 years, then 0.75% or less thereafter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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