Delta Financial Advisors, INC
Assets Under Management
$208.5M
Number of Clients
218
Number of Advisors
5
Average Client AUM
$956K
AUM per Advisor
$41.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Delta Financial Advisors provides customized advisory services, including wealth management and financial planning. They tailor services to individual client needs, gathering financial information to develop strategies. They offer both discretionary and non-discretionary management services, requiring a minimum investment of $100,000, which can be waived at their discretion.
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
Location
10539 Metropolitan Avenue, Kensington, MD, 20895-4015