Michael Kress is a registered investment advisor at Delta Investment Management, LLC, based in San Francisco, CA, with 45 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,212 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Investment Management charges a fee based on the value of your investments, ranging from 1.00% to 1.85% per year. The exact fee depends on factors like the complexity of services, account size, and how long you've been a client. This fee covers investment advice, reporting, and account-related services. Financial planning services are included in these fees, except for subadvisory accounts.
Location
708 Montgomery Street, San Francisco, CA, 94111
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Regulatory History (3)
Customer Dispute
March 2012Customer Dispute
May 2003Customer Dispute
November 2001Employment History
Current Registrations
Delta Investment Management, LLC
Previous Registrations
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State Registrations1 state
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