| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual Client circumstances and the scope of the relationship.
808 24th Ave. NW, Suite 202, Norman, OK, 73069
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Delaney operates NFA Wealth Management as a DBA for LPL business, dedicating full-time hours to it. Delaney is also a non-variable insurance agent with National Financial Alliance, spending about 10-20% of their time on this activity, and is a registered investment advisor DBA with Strategic Financial Concepts, LLC, dedicating full-time hours to it. Delaney also owns 2B LLC, spending minimal time on it.