Delta Wealth Management (DWM) is a registered investment advisor that manages client investments based on their individual needs and goals. DWM develops a personal investment policy for each client and creates a portfolio based on that policy. DWM uses independent third-party asset managers to manage client portfolios when they demonstrate expertise in an investment strategy. DWM monitors the performance of these managers and conducts due diligence on their operations.
Assets Under Management$62M
Clients49
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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