Delta Financial, Inc. is a registered investment advisor offering asset management and financial planning services. Asset management involves ongoing supervision of client accounts, with investment decisions based on the client's financial situation, objectives, and risk tolerance. Financial planning services are bundled with asset management services at the client's request. Delta Financial also offers retirement plan services to plan sponsors and participants.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees are negotiable above $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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