Our fees are calculated based on total assets under management. Our minimum account size is $2,000,000. We charge 1.00% annually.
We are compensated only through asset management fees, and receive no payments from fund companies or brokers. Our only motivation for buying a particular fund is the conviction that it will provide the best total return for our clients. This arrangement prevents conflicts of interest. We share with our clients the same goal: to increase the value of the portfolios we manage.
DAL’s fees are for management services only; they do not include any possible commissions, transaction fees or redemption fees that may be imposed by brokers or fund companies.
Our fees are calculated based on total assets under management. Our minimum account size is $2,000,000. We charge 1.00% annually.
We are compensated only through asset management fees, and receive no payments from fund companies or brokers. Our only motivation for buying a particular fund is the conviction that it will provide the best total return for our clients. This arrangement prevents conflicts of interest. We share with our clients the same goal: to increase the value of the portfolios we manage.
DAL’s fees are for management services only; they do not include any possible commissions, transaction fees or redemption fees that may be imposed by brokers or fund companies.