Dewitt Capital Management Fees & Minimum

Overview

Headquarters: Collegeville, PA
Total Firm Assets: $123 million
Average High-Net-Worth Client Portfolio Size: $4.7 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV BROCHURE (2026-10-07) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$5,000,000	1.25%
$5,000,001	$10,000,000	1.10%
$10,000,001	and above	1.00%

Stated Minimum Annual Fee: $2,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$62,500	1.25%
$10 million	$117,500	1.18%
$50 million	$517,500	1.04%
$100 million	$1,017,500	1.02%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 88.45%
Number of High-Net-Worth Clients: 23
Total Client Accounts: 194
Discretionary Accounts: 186
Non-Discretionary Accounts: 8

Services Offered

Services: Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 108232

ADV BROCHURE (2026-10-07) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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