Assets Under Management
$208.5M
Number of Clients
218
Number of Advisors
5
Average Client AUM
$956K
AUM per Advisor
$41.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Delta Financial Advisors provides tailored wealth management and financial planning services. They gather client financial information to customize services, including retirement planning, investment objectives, and cash flow analysis. They offer both discretionary and non-discretionary management services and require a minimum investment of $100,000, which can be waived.
| Assets Under Management | 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. Using the previous tier's fee percentage as the starting point for negotiation.
10539 Metropolitan Avenue, Kensington, MD, 20895-4015