Delta Capital Pro offers investment management and financial advice to individuals, executives, and small business owners. They create customized long-term strategies to grow and preserve wealth, focusing on investment planning, retirement income planning, education planning, estate & legacy planning, and tax management. Delta prioritizes minimum risk strategies with consistent returns, tailoring portfolios to client objectives and risk tolerance.
Fee Structure
Delta Capital Pro charges a performance fee of 15% to 20% of the investment gains made in your account each month. If your account doesn't make money, you don't pay a performance fee. Delta may also charge a flat fee for certain non-discretionary accounts to cover administrative expenses. Financial planning services may be included as a courtesy before you decide to work with Delta.