Delta Wealth Management counsels individuals and families on managing their wealth, emphasizing long-term objectives and analyzing real rates of return after taxes and inflation. Delta uses a five-step process for portfolio management, including analyzing the client's current position, designing alternative portfolios, formalizing investment policy, implementing the policy, and monitoring and supervising the portfolio. Delta may refer clients to unaffiliated third-party money managers.
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.