Matthew Burke is a registered investment advisor at Delta Investment Management, LLC, based in Greenville, SC. Matthew 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
113 Whitsett Street, Greenville, SC, 29601
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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 Investment Management, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Kestra Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.