Paul Booth is a CFA, CFP-designated registered investment advisor at Delta Wealth Management, based in Granite Bay, CA, with 32 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 41 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.25% |
Family related accounts may be grouped together to take advantage of the higher breakpoints. Private Foundations and Donor-Advised Funds pay an annual fee of 0.10%. The minimum quarterly fee applies to these accounts as well. The preceding fees are not negotiable.
Fee Estimator
Location
Granite Bay, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Delta Wealth Management
State Registrations1 state
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