Dubois Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“FINANCIAL PLANNING & CONSULTING DCM charges a fixed fee of $500-$5,000 based on complexity and unique Client needs for financial consulting.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Dubois Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Altruist fees are paid on a pro-rata annualized basis monthly in arrears based on the value of the assets subscribed to a Model Portfolio in an Account on the last day of the previous month.”

How Dubois Capital Management LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the New York median of $4,500. 32% of the 251 other New York planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in Saratoga Springs that publish a flat or project fee charge less.

About Dubois Capital Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

1

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$90,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327589

Website

dubois.capital (opens in new tab)

Phone

(518) 245-3003

Other planners in Saratoga Springs that publish fees

• Barbara J. Bouchey Asset Management, Inc.Saratoga Springs$100⁠-⁠$250/hr, $500⁠-⁠$2,500
• Crescent Hill Partners LLCSaratoga Springs$5,000⁠-⁠$50,000
• Even Keel AdvisorsSaratoga Springs$290/hr, $250⁠-⁠$12,000
• Inside Edge Capital Management, LLCSaratoga Springs$10,000
• King Wealth Management Group, LLCSaratoga Springs$2,500⁠-⁠$10,000
• Mcneill Capital, LLCSaratoga Springs$25⁠-⁠$875/hr, $525⁠-⁠$1,500/qtr

Compare all 16 planners in Saratoga Springs