Delta Wealth Solutions (DWS) provides investment management services where they manage your investments based on your goals, risk tolerance, and time horizon. DWS also offers financial planning services at no additional cost to investment management clients, covering retirement, education, and estate planning. DWS also provides limited scope services to retirement plans.
Assets Under Management$96M
Clients136
Advisors2
Avg. per Client$700K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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