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.
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Jacob is a Client Services Director and Investment Advisor Representative for Delta Financial Advisors, dedicating about a quarter of his time to this role. He is also an investor in a real estate flip with his father and uncle, spending minimal time on this venture.