Advisor at Del-Sette Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Del-Sette Capital Management, LLC
Location
Schenectady, NY 12308
Credentials
CFP®, Series 66
Industry experience
24 years
Glen Allen is a CFP® with 24 years of industry experience, currently advising at Del-Sette Capital Management, LLC since 2020. He previously worked at Charles Schwab and Charles Schwab Bank from 2015 to 2019. Del-Sette Capital Management serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management and comprehensive financial planning. The firm combines fundamental, technical, and cyclical analysis to manage portfolios, and offers additional services including estate-planning facilitation, donor-advised fund support, insurance consulting, and tax preparation.
Based on Del-Sette Capital Management, LLC
Financial Planning standalone service minimum fee of $5,000; Wealth.com estate planning service flat project fee of $1,000 for clients not meeting $700,000 AUM threshold.
$0 - $1,000,000: 1.0% annually $1,000,000+: 0.70% annually
Account minimum: $500,000
1332 Union St.
Schenectady, NY 12308
New York · Texas
Del-Sette Capital Management LLC
2020 - Present (6 years)
Unemployed
2019 - 2020 (1 year)
Charles schwab Bank
2015 - 2019 (4 years)
Charles Schwab
2015 - 2019 (4 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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