DCA Advisory manages investments for a private fund, aiming for total return through a mix of venture capital and public securities. The fund invests in companies at various stages, from early-stage ventures to public markets, with private investments making up most of its holdings. DCA Advisory may invest heavily in specific stocks, bonds, or derivatives, adjusting the fund's investments based on market conditions.
Assets Under ManagementN/A
Clients1
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Management fee is not negotiable but may be waived by DCA Advisory in its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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