Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
For wealth management, fees are based on a percentage of assets under management. For example, the annual advisory fee is 2.25% on the first $250,000. Fees are negotiable for accounts over $10,000,000. For financial planning and consulting, hourly fees range from $180 to $400 per hour, depending on complexity and staff resources. Delta's maximum hourly rate may be higher than other financial planners. Clients will also pay fees to separate account managers and the custodian.
Areas of Practice
Advisor Information
Office location
10539 Metropolitan Avenue, Kensington, MD, 20895-4015
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Beverly is the Chief Planner at Delta Financial Advisors Inc, dedicating nearly full-time hours to financial planning and investment management. She also works as an insurance agent for The National Benefits Corporation and through Beverly A Fischetti, and owns Beverly A Fischetti CPA providing tax preparation services.