Delta Hedge Financial is an employee-owned registered investment advisor based in Port St. Joe, Florida, founded by Michael Virden. The firm specializes in customized portfolio management for individuals, trusts, estates, and private corporations. Delta Hedge Financial builds tailored portfolios using domestic and international stocks, bonds, mutual funds, exchange-traded funds, and options contracts. A primary focus of the firm's investment approach is active risk management—utilizing options strategies such as collar trades to protect client assets during market downturns while maintaining potential for growth. Delta Hedge Financial operates on a fee-only basis, charging advisory fees based on a percentage of the assets under management, and does not require a minimum account size to get started.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable on a case-by-case basis. The schedule is not tiered; the aggregate account value determines the single rate applied to all assets.