Jeremy Scher is a registered investment advisor at Del-Sette Capital Management, LLC, based in Schenectady, NY, with 6 years of industry experience. Jeremy 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 →Employment History
Current Registrations
Del-Sette Capital Management, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Mercer Allied Company, L.P.Broker
Goldman Sachs Wealth Services, L.P.
State Registrations1 state
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