Delta Financial Advisors is an independent registered investment advisor based in Metairie, Louisiana, providing continuous investment management and financial planning services. The firm builds customized portfolios of stocks, bonds, mutual funds, exchange-traded funds, and other securities tailored to each client's unique goals and risk tolerance. Delta Financial Advisors offers both discretionary authority to make trades without prior approval and non-discretionary management where clients approve trades. Upon request, the firm also provides comprehensive financial planning, analyzing tax, estate, investment, retirement, and insurance situations to reduce risks to long-term financial goals. Delta Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, charities, and corporations, with a minimum investment requirement of $500,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fees may be pre-negotiated in special situations where market value is not appropriate.