The Delta Group offers investment advice and financial planning to individuals and small businesses. They manage investment portfolios and provide financial planning services. Eric Dahl and Patricia Williams are also registered representatives through Oak Tree Securities and independent insurance agents licensed in California.
Assets Under Management$49M
Clients29
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$25M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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