Delta Financial Advisors offers investment supervisory services and financial planning to help clients achieve their financial goals. They analyze investment portfolios and provide ongoing advice tailored to each client's needs. They primarily focus on portfolios of negotiable securities listed on U.S. exchanges or traded over-the-counter. They also offer comprehensive financial planning covering tax, estate, investments, retirement, and insurance.
Assets Under Management$430M
Clients170
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$1,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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