Delaware Wealth Planners provides investment management and financial planning services. For investment management, they use third-party portfolio managers and sub-advised strategies. Financial planning covers areas like retirement, college, and tax planning. They also offer pension consulting and family office services. Delaware Wealth Planners acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$160M
Clients102
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Delaware Wealth Planners offers investment management services where fees range from 0.25% to 1.50% of the value of your portfolio annually. The exact fee depends on the services provided, including whether a third-party money manager or sub-advisor is used. These fees are negotiable.
Loading...