AB

Ainsley Desilva Bishop

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
170 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$429.7M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M0.80%
$3M+0.50%

Minimum annual fee of $1,250.00

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,250
Hourly Rate:Up to $200/hr

Our typical fee is based on the market value of your assets under management. The tiered annual fee schedule is: 1.25% on the amount up to $1,000,000 with a minimum charge of $1,250.00 per year, 0.80% of the excess between $1,000,000.00 and $3,000,000.00, and 0.50% on amounts in excess of $3,000,000.00. Fees are computed and billed quarterly in advance. Hourly charges may also apply. If you decide to cancel the contract between the fifth day after signing and the end of the quarter, you may be charged a set-up fee which will be based on the hours involved billed at $200.00 per hour. The minimum account size is $500,000.00 per client.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

111 Veterans Memorial Blvd., Suite 1555, Metairie, LA, 70005

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Delta Financial Advisors, L.L.C.
April 2005 - Present · 20 yrs 9 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.