Jason Rheinfelder is a registered investment advisor at Delta Investment Management, LLC, based in Prescott, AZ, with 9 years of industry experience. Jason 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
Prescott, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a professor of economics at Yavapai College since August 2018. This takes about half of his time and occurs during trading hours.
Employment History
Current Registrations
Delta Investment Management, LLC
Previous Registrations
Retirement Wealth Advisors, LLC
State Registrations1 state
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