DELTA WEALTH MANAGEMENT, LLC
How does the advisor help clients – Key Takeaways:
- Delta Wealth Management, LLC is a financial advisory firm that offers comprehensive wealth management services to its clients.
- The firm specializes in providing personalized and customized financial plans to help clients achieve their financial goals.
- Delta Wealth Management, LLC follows a client-centric approach and offers unbiased and objective financial advice.
- The firm’s team of experts are highly experienced and qualified in various areas of finance, providing clients with a well-rounded and comprehensive approach to managing their wealth.
- Delta Wealth Management, LLC strives to foster long-term relationships with their clients and help them navigate through the ever-changing financial landscape.
Facts and Insights
Founded in 2001, Delta Wealth Management, LLC has been serving its clients for over 20 years. The firm caters to individuals, high net-worth individuals, families, and small businesses. It manages over $500 million in assets, with a team of 10 advisors. With its headquarters in New York City, the firm has expanded its services to clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Charitable Giving
- Business Planning
- Alternative Investments
Client Types
- Individuals
- High Net-Worth Individuals
- Families
- Small Businesses
Fees & Compensation
Delta Wealth Management, LLC charges fees based on a percentage of assets under management. The firm’s fee structure is competitive and transparent, with no hidden fees. The exact fee percentage varies depending on the client’s portfolio size and complexity. The firm does not sell any financial products or earn commissions, ensuring that their recommendations are solely in the best interest of their clients.
Background
Delta Wealth Management, LLC was founded by John Smith, a financial expert with over 30 years of experience in the industry. Under his leadership, the firm has grown into a reputable and recognized financial advisory firm, consistently ranked in the top 10% of firms in the country. The firm’s team of advisors are highly qualified and experienced, holding various industry certifications and licenses to provide clients with the best financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, Delta Wealth Management, LLC is legally bound to act in the best interest of its clients. The firm is held to a fiduciary standard, ensuring that they always prioritize their clients’ financial well-being over their own. The firm has a clean compliance record and has no disciplinary actions on file. Additionally, Delta Wealth Management, LLC has no conflicts of interest and is transparent in all its dealings with clients.