Delta Advisory Group (DAG) offers investment advice and asset management to clients based on their individual needs. DAG helps clients establish financial goals and objectives through personal discussions and data gathering to determine the appropriate way to manage their portfolios. DAG also provides financial planning services, including a written report with detailed recommendations to help clients achieve their financial objectives. Clients can also receive consulting services on specific topics like divorce or retirement.
Fee Structure
Delta Advisory Group's fees for managing your investments are based on a percentage of the value of your portfolio, up to 2.95% annually. These fees are billed quarterly or semi-annually, in advance. The fees are usually deducted directly from your account, but you may be billed directly at DAG's discretion.