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
909 Rose Ave, Suite 400, North Bethesda, MD, 20852
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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Megan works as an event host for The Shake Club, dedicating minimal time to welcoming members and maintaining a lively atmosphere. She also coaches Pilates classes, spending about 10-20% of her time in this role.