Delta Capital Investments works with clients to determine their investment objectives and risk profile, then recommends an asset allocation model. Delta participates in the SEI Asset Allocation Program and utilizes Focus Partners Advisor Solutions. Financial planning services are available on an as-needed basis. All client assets are managed by third-party investment advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Delta Capital Investments offers investment advice through two main programs:
- SEI Asset Allocation Program: Fees range from 1.5% annually on the first $500,000, down to 0.4% on amounts over $2,000,000.
- Focus Partners Advisor Solutions: Fees range from 0.85% annually on the first $500,000, down to 0.35% on amounts over $1,000,000. Focus Partners also receives a separate fee ranging from 0.20% to 0.65%.
Delta also assists 401(k) plans with investment selection, charging 0.50% per year of plan assets.
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