Assets Under Management
$46.8M
Number of Clients
81
Number of Advisors
1
Average Client AUM
$577K
AUM per Advisor
$46.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Delphi Wealth Partners offers investment supervisory services (asset management), financial planning, and consulting to individuals and business owners. They specialize in developing comprehensive financial strategies. They also offer ERISA plan services to qualified and non-qualified retirement plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.65% |
| $2.5M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee, unless the client requests otherwise.
2764 Compass Drive, Suite 225, Grand Junction, CO, 81506