Delta Financial Advisory provides investment advice, financial planning, business consulting, and tax services. Investment advice is offered on a discretionary basis (where Delta Financial makes the investment decisions) and a non-discretionary basis (where the client makes the decisions). Financial planning is primarily offered as part of the discretionary advisory relationships. Delta Financial uses model portfolios aligned with client risk tolerance and objectives.
Assets Under Management$3.7M
Clients4
Advisors1
Avg. per Client$920K
Avg. per Advisor$3.7M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.80% |
Fees may be negotiable. Parties accepted by Delta Financial as Clients with accounts less than $200,000 are usually billed using hourly rates, or a negotiated management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...