Assets Under Management
$240.5M
Number of Clients
38
Number of Advisors
1
Avg. Portfolio per Client
$6.3M
Avg. Managed per Advisor
$240.5M
Compensation
Fee-Only (% of Portfolio)
Delta Capital Management (DCM) offers investment advisory services, specializing in value-style investing in equities and intermediate, investment-grade fixed income securities. 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 other firms.
| 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.
157 Broad St., Suite 303, Red Bank, NJ, 07701