DeltaX Capital provides active investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm focuses on building concentrated portfolios of equity securities aimed at long-term capital growth, utilizing fundamental, quantitative, technical, and macroeconomic analysis. DeltaX Capital operates as a fiduciary, legally required to act in your best interest. Clients can choose between discretionary authority, where DeltaX Capital makes trades without asking first, and non-discretionary arrangements, where clients approve each transaction. The firm also offers standalone financial planning and consulting services. DeltaX Capital requires a minimum investment of $500,000 to establish an investment management relationship, though this minimum is negotiable.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable at the sole discretion of the firm.