Hermes Del-Sette
Hermes Del-Sette is a CFP-designated registered investment advisor at Del-Sette Capital Management, LLC, based in Schenectady, NY, with 14 years of industry experience. Hermes operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 240 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Location
1332 Union St., Schenectady, NY, 12308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Hermes is an insurance agent as a sole proprietor. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Del-Sette Capital Management, LLC
Previous Registrations
Next Financial Group, INC.
Park Avenue Securities LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.