DCM Advisors offers asset management through separately managed accounts and wealth advisory services, including investment advice and financial planning. DCM's advice is tailored to clients' needs and investment objectives. DCM also manages the Copley Fund. The firm provides services to individuals, high net worth individuals, investment companies, pension plans, charitable organizations, and corporations.
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.