BD
CFA
BD
CFA

Brian Daniel Deloriea

3 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
244 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.15%
$500K - $1.5M1.10%
$1.5M - $3.5M1.00%
$3.5M - $8.5M0.90%
$8.5M - $20.5M0.80%
$20.5M - $45.0M0.70%
$45M+0.70%

The fees listed above are for managed funds & stocks. Individual bonds have a different fee schedule. Fees are negotiable above $45,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$750
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Impact Investors
April 2025 - Present · 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2008 - October 2010 · 2 yrs 5 mos
Edward Jones
February 2007 - January 2008 · 11 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.