Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DAIC charges a Program Fee of 0.25% of the average daily net asset value for both the Standard and Custom programs. Financial advisors may charge an additional Advisory Fee up to 2.0% annually. For the Custom Program, qualified clients may opt for a performance-based fee. Accounts below minimums ($5,000/$10,000 for Standard, $25,000/$50,000 for Custom) incur annual fees. Custodial fees may apply. DTC receives fees from banks participating in the Bank Program.
Areas of Practice
Advisor Information
Office location
6256 Greenwich Drive, Suite 550, San Diego, CA, 92122
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Royce is an agent with Dunham Trust Company (DTC) since 2006, which offers trustee, investment management, and custodial services. He spends minimal time executing documents and establishing accounts for DTC.