David Delekta
David Delekta is a ChFC-designated registered investment advisor at Eagle Financial Advisors, LLC, based in Okemos, MI, with 12 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 373 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Client management fees may be negotiated as a fixed percentage versus the tiered schedule above and will not exceed the fee schedule above.
Fee Estimator
Location
2161 White Owl Way, Okemos, MI, 48864
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2009Other Business ActivitiesSells Insurance
David works as an insurance agent for CLA USA, Inc. and Eagle Financial Group, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Eagle Financial Advisors, LLC
Previous Registrations
USA Financial Securities Corporation
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.