Davis Capital Management has wanted to help those who have just started investing, the children of our clients, as well as other young individuals for quite some time; however, with a growing firm, our minimums for comprehensive wealth management have also grown.
For those whose investments portfolios are less than $500,000, the DCM Simplicity Portal offers the opportunity to embark on your investing journey.
Why would you want to open an account through our DCM Simplicity Portal?
- The minimum investment amount to open the account(s) is $5,000
- Open an account with only seven steps and begin investing in minutes
- Differing allocation models based on your risk tolerance
- Access to online account performance on any device
- Automated investment management at a low cost of 1.5% with no additional fees of any kind
- Access to a team of financial professionals
What kind of account(s) does the DCM Simplicity Portal Offer?
- Individual Brokerage
- Joint Tenant with Rights of Survivorship
- Tenants in Common
- Community Property
- Revocable Living Trust
- Roth IRA
- Traditional IRA
- Rollover IRA
- SIMPLE IRA
- Inherited IRA