Alexander Petsos is a registered investment advisor at Delta Advisory Group, INC., based in Maitland, FL, with 4 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 464 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Advisory Group's fees for managing your investments are based on a percentage of the value of your portfolio, up to 2.95% annually. These fees are billed quarterly or semi-annually, in advance. The fees are usually deducted directly from your account, but you may be billed directly at DAG's discretion.
Location
696 N Maitland Avenue, Maitland, FL, 32751
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Delta Advisory Group, INC.
Delta Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.