Joshua Piestrup is a registered investment advisor at Delta Accumulation, LLC, based in Sausalito, CA, with 8 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 9 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Accumulation charges a management fee for investment advisory services, generally between 0% and 1.0%, typically paid monthly. Clients may also pay a performance-based fee, between 15% and 30% of the net new profit in the client's account, subject to a "high water mark" provision. Fees and compensation may vary among clients and are negotiable.
Location
Sausalito, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Delta Accumulation, LLC
State Registrations1 state
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