Delta Financial Advisors, L.L.C.
Assets Under Management
$429.7M
Number of Clients
170
Number of Advisors
3
Average Client AUM
$2.5M
AUM per Advisor
$143.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Delta Financial Advisors provides investment supervisory services on both a discretionary and non-discretionary basis, tailoring advice to individual client goals. They offer advice on various investments, including stocks, bonds, and ETFs. Upon request, they also provide comprehensive financial planning, analyzing tax, estate, investments, retirement, and insurance to reduce risks to long-term financial goals.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Minimum annual fee of $1,250.00
Fee Estimator
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
Location
701 Poydras Street, Suite 350, New Orleans, LA, 70139