Delta Financial Advisors offers customized investment advisory services, including wealth management and financial planning. They gather information about clients' financial situations and goals to tailor their services. Delta provides ongoing management services based on individual needs and investment objectives. They also offer financial planning and consulting services, including comprehensive planning, retirement planning, and tax preparation.
Assets Under Management$210M
Clients218
Advisors5
Avg. per Client$960K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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