Our Service Providers
- American Funds
- BlackRock
- Franklin Templeton Investments
- iShares
- Madison Investment Advisors
- Morningstar
- Russell Investments
- Vanguard
Investment Management Fees*
| Investment Amount | Fee Percentage |
|---|
| $100,000 to $250,000 | 1.15% to 1.50% |
-
Investment Amount:
-
$100,000 to $250,000
-
Fee Percentage:
-
1.15% to 1.50%
|
| $250,000 to $500,000 | 1.15% to 1.35% |
-
Investment Amount:
-
$250,000 to $500,000
-
Fee Percentage:
-
1.15% to 1.35%
|
| $500,000 to $1,000,000 | 1.00% to 1.15% |
-
Investment Amount:
-
$500,000 to $1,000,000
-
Fee Percentage:
-
1.00% to 1.15%
|
| $1,000,000 to $5,000,000 | 0.85% to 1.10% |
-
Investment Amount:
-
$1,000,000 to $5,000,000
-
Fee Percentage:
-
0.85% to 1.10%
|
| $5,000,000+ | Up to 0.85% |
-
Investment Amount:
-
$5,000,000+
-
Fee Percentage:
-
Up to 0.85%
|
*As an asset management client, you can benefit from aggregate pricing for your entire family, including siblings, parents and children. We are available to facilitate inter-generational family meetings that focus on what is most important to you regarding transfer of values, wealth and responsibility.
What's Included
- Identify a customized investment strategy, unique to your needs
- Ongoing account management to navigate changing economic conditions
- An annual meeting with your advisor to review account performance, holdings, liquidity needs and strategy
- 24-7 access to account balances, activity, statements and more
- Access to our Client Services Team for scheduling appointments, immediate assistance with withdrawal requests, changing beneficiaries and updating your name or address
Additional Features
- Establish a link for deposits and withdrawals to a checking account of your choice
- Name a trusted family member, friend, CPA or attorney to help with your accounts
- Automate required minimum distributions from your IRA for peace of mind
Schedule an Appointment
To schedule an appointment, or for more information about our asset management programs, please email us at DCRIS@DeltaCommunityCU.com or call 404-677-4890.
LPL Financial
Delta Community Retirement & Investment Services offers investment strategy, retirement advice and a range of financial services, combined with access to financial planning resources through our relationship with LPL Financial.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Delta Community Credit Union and Delta Community Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Delta Community Retirement & Investment Services, and may also be employees of Delta Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Delta Community Credit Union or Delta Community Retirement & Investment Services. The Delta Community Retirement & Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site are licensed in all 50 states.
Securities and insurance offered through LPL or its affiliates are:
