Delta Asset Management, LLC has been in business since 1989, providing ongoing portfolio management tailored to each client's specific investment needs, time horizon, and risk tolerance. The firm primarily uses fundamental analysis and long-term purchasing strategies, investing across equities, fixed income securities, exchange-traded funds, mutual funds, and college savings plans. Clients can impose restrictions on certain types of investments. Delta Asset Management also offers financial planning at no additional cost as part of its investment advisory services. The firm operates as a subsidiary of Hightower Holding, LLC.
Fee Structure
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% |
Rates shown are for stock portfolios. Bond portfolios have separate rates starting at 0.50% for the first $2M and dropping to 0.15% for amounts over $10M. College savings plans and legacy stock positions are charged 0.25%. Fees are negotiable.