Delta Hedge Financial, located in Hernando, MS, offers investment advisory services on a fee-only basis. They focus on portfolio management, aiming to protect and grow client assets in line with their investment objectives. They gather client information to design and manage customized investment portfolios, investing in various securities and using options contracts to manage risk. They meet with clients regularly to discuss progress and make necessary changes.
Assets Under Management$11M
Clients28
Advisors1
Avg. per Client$400K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Advisory fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...