Assets Under Management
$7.0M
Number of Clients
27
Number of Advisors
1
Average Client AUM
$260K
AUM per Advisor
$7.0M
Compensation
Fee-Only (AUM)
Delta Capital Management (DCM) offers investment management services, implementing the DCM Investment Strategy, which includes a bond fund portfolio and S&P 500 Index options. DCM manages client portfolios on a discretionary basis and does not offer financial planning, legal, accounting, estate planning, or tax advice.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.75% |
DCM may elect to discount the DCM Fee under certain circumstances.
545 Metro Place South, Suite 100, Dublin, OH, 43017