V. Delima Investments Inc. provides personalized investment management services. They work with clients to understand their financial situation, investment goals, and risk tolerance to create a suitable investment strategy. V. Delima Investments offers both discretionary and non-discretionary investment management services. For clients referred to Bank Santander International (BSI), V. Delima Investments is compensated by BSI and the client pays BSI directly for services.
Assets Under Management$99M
Clients19
Advisors1
Avg. per Client$5.2M
Avg. per Advisor$99M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fees are negotiable depending on factors such as the amount of assets under management, the range of investments, and the complexity of the client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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