Delta & Gamma Capital Management (DAGCML) provides ongoing portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage investments. DAGCML also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs, and treasury inflation-protected bonds.
Assets Under Management$13M
Clients23
Advisors1
Avg. per Client$580K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Accredited clients also pay a 20% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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