Delta Capital Management (DCM) offers investment advisory services, specializing in value-style investing within equities and intermediate, investment-grade securities for fixed income. DCM manages portfolios similarly for both wrap fee and non-wrap fee accounts. Each client's equity portfolio typically holds the same securities with similar percentages. Clients can request restrictions on specific securities. DCM participates in wrap fee programs sponsored by unaffiliated firms.
Assets Under Management$240M
Clients38
Advisors1
Avg. per Client$6.3M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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