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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$260K average
Assets Under Management
$7.0M
Fee Structure
Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.75% |
The DCM Fee is not negotiable, however, under certain circumstances, DCM may elect to discount the DCM Fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
DCM charges an annual investment management fee of 0.750% based on the market value of assets under management, equivalent to a 0.0625% monthly fee. This fee is not negotiable, but discounts may be applied under certain circumstances. The minimum portfolio value eligible for investment management services is $100,000.
Areas of Practice
Investment Management
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Advisor Information
Office location
Powell, OH
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Delta Capital Management, INC.
February 2017 - Present · 8 yrs 11 mos
Previous Registrations
Delta Capital Management, INC.
August 2012 - December 2016 · 4 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.