Devyn Deleon is a CFP-designated registered investment advisor at Deleon Wealth LLC, based in Kennewick, WA, with 4 years of industry experience. Devyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 30 clients with $11M 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 $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.35% |
DeLeon Wealth will charge a minimum quarterly advisory fee equivalent to the lesser of $1,250 or 1.25% on all assets managed under $526,316. If clients fall below the $526,316 AUM threshold, they will default to paying the lesser of $1,250/quarter or 1.25%. Fees are negotiable.
Fee Estimator
Location
201 N Edison St., Suite 229, Kennewick, WA, 99338
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Deleon Wealth LLC
Previous Registrations
Brighton Jones LLC
State Registrations5 states
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