Frequently Asked Questions

1. What is your minimum account size?
2. What is your fee schedule?
$500,000 – $999,999 = 1%
$1,000,000 – ↑ = .85% Fees are billed in arrears and charged quarterly.


3. How do you invest your money?
For more details please review our Investment Management Services

4. Who is your custodian?
Charles Schwab & Co., Inc.

5. What other services do you offer?
Please see Services

6. How much money do you manage?
DAL manages over $100 million.

7. Is there a current copy of your form ADV, which you file with the SEC for review?
Yes, please email Alex to request one.