Delaware Avenue Advisors (DAA) offers portfolio management tailored to individual client goals and risk tolerance. DAA creates an investment policy statement for each client to guide investment decisions. DAA also provides financial planning services, including risk analysis and capital needs assessment. DAA generally invests in liquid, tradable securities.
Assets Under Management$27M
Clients70
Advisors1
Avg. per Client$380K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $750K | 1.15% |
| $750K - $1.2M | 1.07% |
| $1.3M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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