Del Monte Capital offers portfolio management services, creating individualized portfolios based on a client's objectives, time frame, and risk tolerance. They monitor and adjust portfolios based on market and world events. The firm uses Modern Portfolio Theory, diversifying across asset classes to mitigate risk. Clients can impose restrictions on investments in certain securities.
Assets Under Management$250K
Clients2
Advisors1
Avg. per Client$130K
Avg. per Advisor$250K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the account. Betterment Securities receives 0.25% of assets under management, which is included in the 1% management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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