Delta Capital Management, INC.
Assets Under Management
$7.0M
Number of Clients
27
Number of Advisors
1
Average Client AUM
$260K
AUM per Advisor
$7.0M
Compensation
Fee-Only (AUM)
About This Firm
Delta Capital Management (DCM) provides investment management services, implementing the DCM Investment Strategy, which includes a bond fund portfolio and S&P 500 Index options. DCM manages client portfolios on a discretionary basis and does not offer financial planning, legal, accounting, estate planning, or tax advice.
Fee Structure
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
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
Location
545 Metro Place South, Suite 100, Dublin, OH, 43017