Delta Asset Management provides investment advisory services, primarily ongoing investment management, using stocks, bonds, and exchange-traded funds. They tailor investment strategies to each client's needs, considering their goals, time horizon, and risk tolerance. Delta maintains a model portfolio as a guide but can customize accounts based on individual needs. They also offer financial planning at no additional cost and manage College Savings Plans.
Assets Under Management$1.4B
Clients545
Advisors6
Avg. per Client$2.6M
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fee schedule is for stock investments. Bond rates are lower. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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