Dividend Assets Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$620,050,580
Total clients
394
15% high-net worth
Total advisors
5
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
79
Average account size
$1,573,732
Client services
Fee options
$0 - $2 million: 0.85% $2 million - $5 million: 0.70% $5 million - $10 million: 0.60% $10 million+: 0.50% $0 - $500,000: 0.40% $500,000 - $2 million: 0.30% $2 million - $4.5 million: 0.20%
DAC may share commissions with an independent insurance underwriter for life insurance products
Financial planning services charged at $200 to $500 per hour
Account minimum: $500,000 Minimum fee: $1,500 minimum annual fee for separately managed fixed income accounts over $4.5 million Fee-only: Financial planning fees ranging from $200 to $500 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Dividend Assets Capital, LLC
58 Riverwalk Blvd.
Ridgeland SC 29936-8126, United States
Number of offices
1
Quick links
Advisors at this firm
Charles S
Series 63, Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
Alex M
Series 63, Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
William F
CFP®, Series 63
Ridgeland, SC
Dividend Assets Capital, LLC
Emily H
Series 66
Ridgeland, SC
Dividend Assets Capital, LLC
Marc S
CFA®, Series 63, Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
Donald H
Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
Robert D
Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
Joseph K
Series 65
Ridgeland, SC
Dividend Assets Capital, LLC
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