Michael Hannon is a CFP, ChFC-designated registered investment advisor at Delta Capital Investments, LLC, based in Hillsborough, CA, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Delta Capital Investments offers investment advice through two main programs:
- SEI Asset Allocation Program: Fees range from 1.5% annually on the first $500,000, down to 0.4% on amounts over $2,000,000.
- Focus Partners Advisor Solutions: Fees range from 0.85% annually on the first $500,000, down to 0.35% on amounts over $1,000,000. Focus Partners also receives a separate fee ranging from 0.20% to 0.65%.
Delta also assists 401(k) plans with investment selection, charging 0.50% per year of plan assets.
Location
Hillsborough, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is a Captain/Pilot with Alaska Airlines/Virgin America Airlines. This takes about a quarter of his time.
Employment History
Current Registrations
Delta Capital Investments, LLC
Previous Registrations
Delta Capital Investments, LLC
State Registrations2 states
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