Client Service Fees

At DCP Asset Management, we believe in full transparency.  Below you'll find the cost of the services we provide.  Every fee we charge is based on two things: Providing the solutions and strategies our clients need in the most efficient way possible without slicing into their hard earned money.  The less in fees you pay, the better chance you have of growing your money.

Managed Accounts

The following fees are based on the amount of money that we manage for you.  They are calculated on an annual basis and charged to your account quarterly.  You will receive ongoing, professional asset management and monitoring services that include portfolio development and asset allocation modeling.  Our "all in" managed account fees are 1% to 2% lower than the industry average.*

 

$50,000 - $100,000         1.45%

$100,001 - $250,000       1.20%

$250,001 - $500,000       1.00%

$500,001 - $1,000,000     0.80%

$1,000,001 and up          0.60%

 

*"All in" fees include management fees, trading fees and internal expenses of the actual investments.

 

Retirement Planning-$300

Are you falling short of your retirement income needs?  Should you save more now?  Should you delay retirement a few more years?  Should you invest more aggressively?

We'll help you answer these questions and tell you if you're on track or what you need to do to get on track.