John Kieber is a registered investment advisor at Delta Investment Management, LLC, based in Scottsdale, AZ, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,212 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Investment Management charges a fee based on the value of your investments, ranging from 1.00% to 1.85% per year. The exact fee depends on factors like the complexity of services, account size, and how long you've been a client. This fee covers investment advice, reporting, and account-related services. Financial planning services are included in these fees, except for subadvisory accounts.
Location
14300 N. Northsight Boulervard, Suite 122, Scottsdale, AZ, 85260
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is a Managing Member of URA Group AZ L.L.C., an investment-related financial services company, since June 2018. He spends nearly full-time offering clients a variety of financial products after determining suitability.
Employment History
Current Registrations
Delta Investment Management, LLC
Previous Registrations
Brookstone Capital Management LLC
State Registrations2 states
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