Demarche
Assets Under Management
$185.3M
Number of Clients
16
Number of Advisors
9
Average Client AUM
$11.6M
AUM per Advisor
$20.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Discretionary Management Services, LLC (DMS) provides discretionary investment management services to institutional clients. DMS assumes responsibility for investment manager selection and tactical and portfolio rebalancing. DMS also provides tactical restructuring advisory services to institutional clients on a non-discretionary basis. DMS tailors its services to the specific needs of its clients.
Fee Structure
DMS charges fees as a percentage of assets under management (AUM) or as a flat fixed fee. AUM fees may range from 0.05% to 0.70% annually. DMS may negotiate a flat fixed fee with clients for investment services, dependent upon the value of the client’s assets under advisement, complexity of portfolio, travel required, number of meetings per year, and various other relevant factors. There is a minimum annual fee of $50,000 per client for DMS services. Fees and minimums are negotiable.
Areas of Practice
Location
10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564