Delta Capital Management, or DCM, provides ongoing financial planning services to individuals, families, and businesses. DCM helps clients establish financial goals and values, and analyzes their net worth, cash flow, employee benefits, retirement planning, investments, college planning, tax planning, and estate planning. Clients receive a written or electronic financial plan and regular monitoring with follow-up calls and emails. DCM does not manage assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Delta Capital Management offers three tiers of ongoing financial planning services, paid monthly:
- Starter - $150/month: Includes comprehensive planning, budgeting, student loan/debt repayment planning, investment recommendations for employer retirement accounts, rebalancing advice, and quarterly meetings.
- Wealth Builder - $275/month: Includes all Starter services, plus annuity planning and tax-aware investment and planning strategies.
- Legacy Builder - $400/month: Includes all Wealth Builder services, plus review and coordination of estate planning documents with the client’s attorney.
Annual Retainer:$1,800 - $4,800/year
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