"tate Asset Management" and "dco Wealth Management" Fees & Minimum

Overview

Headquarters: Rancho Santa Fe, CA
Total Firm Assets: $393 million
Average High-Net-Worth Client Portfolio Size: $2.5 million

Fee Disclosure

Source: TATE ASSET MANAGEMENT ADV PART 2A (2025-03-18) · View brochure text
Latest filing: TATE ASSET MANAGEMENT ADV PART 2A (2026-03-31) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,000,000	1.25%
$1,000,001	$1,500,000	1.00%
$1,500,001	$2,000,000	0.90%
$2,000,001	$2,500,000	0.80%
$2,500,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$13,750	1.38%
$5 million	Negotiable	Negotiable
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

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

Clients

High-Net-Worth Share of Firm Assets: 73.17%
Number of High-Net-Worth Clients: 114
Total Client Accounts: 656
Discretionary Accounts: 643
Non-Discretionary Accounts: 13

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 160657

TATE ASSET MANAGEMENT ADV PART 2A (2026-03-31) · View brochure text
TATE ASSET MANAGEMENT ADV PART 2A (2025-03-18) (fee schedule source) · View brochure text

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

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"tate Asset Management" and "dco Wealth Management"