Advisor at Del-Sette Capital Management, LLC
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Firm
Del-Sette Capital Management, LLC
Location
Schenectady, NY 12308
Credentials
Series 63, Series 65
Industry experience
6 years
Jeremy Scher is a financial advisor at Del-Sette Capital Management, LLC with six years of industry experience. He previously worked at Goldman Sachs & Co. LLC and has served as an Emergency Medical Technician and Field Training Officer for the volunteer-led nonprofit Delmar-Bethlehem EMS. Scher holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Del-Sette Capital Management serves individuals, high-net-worth clients, trusts, and estates with discretionary investment management and comprehensive financial planning. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, 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
Del-Sette Capital Management, LLC
2025 - Present (1 year)
GOLDMAN SACHS & Co. LLC
2019 - 2025 (6 years)
Hazon, Inc.
2018 - 2018 (1 year)
Temple Israel of Albany
2017 - 2018 (1 year)
Healthy Valuations, LLC
2017 - 2018 (1 year)
Delmar-Bethlehem EMS
2016 - Present (10 years)
Vigor Investment Management
2007 - 2017 (10 years)
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Is not active or affiliated with:
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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I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.
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