Del-Sette Capital Management offers investment advice to individuals, high net worth individuals, trusts, and estates. They provide wealth management services through personal contact, investment management, and financial planning. Investment management involves creating a portfolio of low-cost, diversified mutual funds and exchange-traded funds (ETFs) based on the client's goals and risk tolerance. Financial planning services cover areas like retirement, education, and insurance needs. Del-Sette also offers estate planning services through a partnership with Wealth, Inc.
Assets Under Management$190M
Clients240
Advisors5
Avg. per Client$800K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.70% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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