Delta Investment Management offers investment consulting and investment management services. Delta designs financial plans that may include third-party mutual funds and exchange-traded funds to help clients achieve their financial goals. Delta also acts as a subadvisor to other investment advisors. Delta considers factors like net worth, age, income, risk tolerance, and tax considerations to create suitable investment plans.
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.