Leaving assets to our heirs can be very complex. We can help put the right plan in place from investment strategy to account types in order to maximize results and minimize taxes.
Building generational wealth and being a steward of money for your family or passion is a big responsibility. We can help design the right strategies and work closely with a licensed estate attorney to get the plan formalized and deployed.
Absolutely! Delphi Advisers is what's called a Fee-Only Fiduciary. This means that we are required by law to always put our clients needs ahead of our own and act in their best interest on every occasion.
Additionally, many of our competitors may be registered as a fiduciary but also act in other capacities when dealing with their clients, which creates a conflict of interest. We are a fiduciary and ONLY act as a fiduciary, always.
There are myriad factors that set us apart from our competitors, from the structure of the business to how we manage portfolios. Put simply, and briefly, we are shifting the paradigm on how clients are serviced and every aspect of our business model is structured to ensure we help clients have the absolute highest probability of success. Our model is built around our clients and we put them first, every time.
Yes. We build personalized portfolios for our clients that are designed to meet their individual needs and accomplish their goals. We do not use third party investment managers, arbitrary model portfolios, or passive investment strategies. Our clients pay us to manage their investments and we give them every pennies worth of their fees.
Unlike many of our competitors, we have a very clear and transparent fee structure. For our investment management clients we charge a flat percentage of the value of the assets we manage and in most cases this will include financial planning. For our planning only clients, we negotiate a price for the service needed and that's it. We don't collect commissions, charge layers of fees, or get kickbacks for recommending products. Our fee structure is simple, clear, and you will always know exactly how much you are paying us, down to the penny.
Nationwide, and some international. Delphi Advisers, LLC is headquartered in Vancouver, WA and we serve clients locally and across the country, and even some international clients.