Delphi Wealth Partners provides personalized investment management and financial planning services primarily to individual clients, families, and business owners. The firm builds customized investment portfolios based on each client's specific goals, time horizons, and risk tolerance, using fundamental analysis to evaluate investments. In addition to managing portfolios, Delphi Wealth Partners offers comprehensive financial planning covering retirement, cash flow, insurance, and estate conservation. Clients can work with the firm on an ongoing basis for continuous guidance or hire them for specific, one-time projects. Delphi Wealth Partners operates as a registered investment advisor legally required to act in your best interest, and does not sell commissioned financial products like insurance policies or mutual funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.5M | 0.65% |
| $1.5M - $2.5M | 0.55% |
| $2.5M+ | 0.50% |
Fees are negotiable. Household accounts are combined for fee calculation purposes.