Managed Accounts
We, at Delta, believe in helping our clients better understand their investments. We manage our clients’ accounts with their goals in mind. Each client is handled differently, as each individual has different dreams, ambitions, desires and short, intermediate, and long-term goals.
We meet with our clients several times each year on an individual basis when we fine-tune and update their investment portfolio, work on their future goals, and take care of emergencies that have arisen since the last meeting.
The majority of our clients come to us with the hope that we will be able to help them reach their financial goals by helping them manage their investments. Others use our management services only as guidelines. These clients enjoy picking and choosing their own investments and fine-tuning along the way while using us to provide reinforcement of their decisions. They also want to make sure that we are there to help their family in case anything should happen to them. All of our clients want to make sure that their spouse or family will not be left in a situation where they don’t know what to do or who to call. Our Delta team provides financial guidance for our clients. We want our clients to sleep well at night while increasing their wealth.
Following is the fee schedule for managing our clients’ assets:
| Value of Managed Account | Annualized Investment Advisory Fee |
|---|---|
| $0 to $49,999 | 1.5% |
| $50,000 to $399,999 | 1.3% |
| $400,000 to $999,999 | 1.2% |
| $1,000,000 to $1,499,999 | 0.9% |
| $1,500,000+ | 0.85% |
Advisory services offered through VSR Financial Services, Inc., A Registered Investment Adviser.
As part of our commitment to client service excellence, Delta Investment Services offers our Managed Account Clients these added benefits:
- Special Client Seminars, which generally include a breakfast meeting in the Spring and a dinner meeting in the late summer.
- Annual Holiday Celebration held in December for our clients, their children, and their grandchildren.
- Bi-Monthly Money Talk Newsletters
- Weekly Email updates
- Money Talk cruises
- Semi-annual update, review, and fine-tuning of your investments and investment goals
Client Luncheon
