Assets Under Management
$429.7M
Number of Clients
170
Number of Advisors
3
Average Client AUM
$2.5M
AUM per Advisor
$143.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Delta Financial Advisors is an independent firm offering investment supervisory services on a discretionary and non-discretionary basis, tailoring advice to client goals. They advise on various investments, focusing on negotiable securities listed or traded in the U.S. Upon request, they provide comprehensive financial planning analyzing tax, estate, investments, retirement, and insurance to reduce risks to long-term financial goals.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
701 Poydras Street, Suite 350, New Orleans, LA, 70139