Delphi Wealth Partners
Assets Under Management
$46.8M
Number of Clients
81
Number of Advisors
1
Average Client AUM
$577K
AUM per Advisor
$46.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Delphi Wealth Partners offers investment supervisory services (asset management) and financial planning to individuals and business owners. They provide discretionary asset management services. Financial planning covers risk management and estate conservation. They also offer ERISA plan services and qualified plan consulting.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.65% |
| $2.5M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee, unless the client requests otherwise.
Fee Estimator
Asset management fees are based on a percentage of assets under management. For financial planning and consulting, the firm charges $250 per hour. Qualified plan consulting services are offered for a negotiable fee of $750 - $15,000 based on the complexity of the case. Investment management fees are billed monthly in advance.
Areas of Practice
Location
2764 Compass Drive, Suite 225, Grand Junction, CO, 81506