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 works with financial advisors or directly with individuals, trusts, estates, pension and profit-sharing plans, charities, corporations, and institutions. DCM does not offer financial planning, legal, accounting, estate planning, or tax advice.
Assets Under Management$7M
Clients27
Advisors1
Avg. per Client$260K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
DCM may elect to discount the DCM Fee under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...