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Diversified Consumer Planning LLC - Home

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CONTACTS AT INVESTDCP.COM

Chris Meyers

Chris Meyers

2128 ●●●●●rd Ct

Elmw●●●●Park , IL, 60707

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1.70●●●●4796
ch●●●●●●●●●●@investdcp.com

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Chris Meyers

Chris Meyers

2128 ●●●●●rd Ct

Elmw●●●●Park , IL, 60707

US

1.70●●●●4796
ch●●●●●●●●●●@investdcp.com

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FAQs - Diversified Consumer Planning LLC

http://www.investdcp.com/faqs.html

Diversified Consumer Planning LLC. Frequently Asked Questions (FAQs). What is Diversified Consumer Planning LLC's investment methodology? Diversified Consumer Planning LLC invests in no-load mutual funds and low-cost exchange traded funds (ETFs) utilizing a quantitative, momentum-based investment strategy. What is a persistence of performance based investment strategy? Is a momentum-based investment strategy tax efficient? How is Diversified Consumer Planning LLC compensated? Yes, all clients receive a m...

2

Fees and Returns - Diversified Consumer Planning LLC

http://www.investdcp.com/fees-and-returns.html

Diversified Consumer Planning LLC. Fees for portfolio management are calculated as a percentage of account asset value. Annualized fees are as follows:. On values less than $500,001 = 1.25%. On additional values $500,001 - $5,000,000 = 1.00%. On additional values $5,000,001 - $10,000,000 = .75%. On additional values greater than $10,000,000 = .50%. Diversified Consumer Planning receives no other forms of compensation from any parties. 90% Global Equity Index, 5% Balanced Index, 5% US Bond Index.

3

Our Strategy - Diversified Consumer Planning LLC

http://www.investdcp.com/our-strategy.html

Diversified Consumer Planning LLC. Diversified Consumer Planning LLC invests in no-load mutual funds and low-cost exchange traded funds (ETFs) utilizing a quantitative, persistence of performance based investment strategy.

4

About DCP LLC - Diversified Consumer Planning LLC

http://www.investdcp.com/about-dcp-llc.html

Diversified Consumer Planning LLC. About the Investment Advisory Firm. Founded in 2009, Diversified Consumer Planning LLC is a boutique, fee-only investment advisory firm that specializes in low-cost, persistence of performance based asset management. About your Investment Advisor. 8203;Chris, and his family, invest in the same assets he recommends to his clients. He believes "a chef should eat what he cooks," and assumes the same amount of risk as his investors.

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