DC
DC

Deanna Constantine

4 Years of Experience
Maple Grove, MN

Deanna Constantine is a registered investment advisor at Jeffrey A. Drayton Financial Group, INC., based in Maple Grove, MN, with 4 years of industry experience. Deanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 1 more. Their firm serves 51 clients with $32M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
51 clients
Average Client Portfolio
$632K average
Assets Under Management
$32.2M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.5M0.85%
$2.5M - $5.0M0.65%
$5.0M - $10.0M0.45%
$10M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11670 Fountains Dr, Ste 200, Maple Grove, MN, 55369

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Deanna is the owner and instructor at Constantine Dance Classes, Inc., providing contract ballroom dance instruction. This takes about 60-80 hours per month overall, with approximately 10-12 hours per month during securities trading hours.

Employment History
Current Registrations
Jeffrey A. Drayton Financial Group, INC.
April 2021 - Present · 5 yrs
State Registrations1 state
MN
Advisor

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.

Exams
No exam information available for this advisor.