Dsm Capital Partners Fees & Minimum

Overview

Headquarters: Palm Beach Gardens, FL
Total Firm Assets: $7.6 billion
Average High-Net-Worth Client Portfolio Size: $3.0 million
Stated Minimum Account Size: $1,500,000

Fee Disclosure

Source: DSM FORM ADV, PART 2A - MARCH 2026 (2026-05-29) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$25,000,000	0.65%
$25,000,001	$50,000,000	0.60%
$50,000,001	$100,000,000	0.55%
$100,000,001	$200,000,000	0.50%
$200,000,001	and above	0.45%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$32,500	0.65%
$10 million	$65,000	0.65%
$50 million	$312,500	0.62%
$100 million	$587,500	0.59%

Actual fees may vary; other investment costs may apply.

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

Clients

High-Net-Worth Share of Firm Assets: 16.24%
Number of High-Net-Worth Clients: 410
Total Client Accounts: 2,466
Discretionary Accounts: 1,433
Non-Discretionary Accounts: 1,033

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 113609

DSM FORM ADV, PART 2A - MARCH 2026 (2026-05-29) (fee schedule source) · View brochure text

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

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Dsm Capital Partners