Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$145,817,030
Total clients
240
19% high-net worth
Total advisors
4
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
60
Average account size
$607,571
Financial planning standalone service with minimum fee of $5,000; Estate planning services flat project fee of $1,000 if engaged separately
$0 - $1,000,000: 1.0% annually $1,000,000+: 0.70% annually
Certain Advisory Persons earn commissions from insurance product sales, separate from advisory fees
Account minimum: $500,000 (minimum relationship size; may be reduced at sole discretion of Advisor) Minimum fee: Minimum financial planning fee of $5,000 for standalone financial planning engagements
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Schenectady, NY
Del-Sette Capital Management, LLC
Series 65
Schenectady, NY
Del-Sette Capital Management, LLC
Series 63, Series 65
Schenectady, NY
Del-Sette Capital Management, LLC
CFP®, Series 66
Schenectady, NY
Del-Sette Capital Management, LLC
CFP®, Series 66
Schenectady, NY
Del-Sette Capital Management, LLC
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