Delos Wealth Advisors, based in Dallas, TX, offers tailored investment advice and discretionary portfolio management. They also provide financial planning services, ranging from broad-based to single-subject planning, to help clients achieve their financial goals. Delos may use sub-advisers to manage portions of client accounts and offers pension consulting services to employee benefit plans.
Assets Under Management$160M
Clients106
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | Included |
Minimum annual fee of $10,000 applies if AUM is below $1,000,000. Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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