Dividend Assets Capital (DAC) is an investment advisory firm providing discretionary investment management services to clients through private client services, sub-advisory services, and dual contract private client services. DAC primarily invests client assets in dividend-paying stocks and Master Limited Partnerships (MLPs). DAC also offers financial planning services for budgeting and retirement planning purposes for an hourly fee.
Assets Under Management$620M
Clients425
Advisors8
Avg. per Client$1.5M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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