Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 1.00% to 1.85% annually, billed quarterly in advance. The fee is based on the value of the assets being managed and takes into account the use of third-party strategy providers, the scope and complexity of the services provided, account size, and account history with Delta. Financial planning services are included in the above fees, excluding subadvisory accounts. Fees are negotiable in limited circumstances. Clients are responsible for brokerage costs, transaction fees, and other charges.
Areas of Practice
Advisor Information
Office location
14300 N. Northsight Boulevard, Suite 122, Scottsdale, AZ, 85260
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 Activities
Steven is a Managing Member of URA Group AZ L.L.C., an investment related financial services company, since June 2018. He dedicates nearly full-time hours offering clients a variety of financial products.