Donald Nestor is a CFP-designated registered investment advisor at Delta Advisory Group, INC., based in Maitland, FL, with 25 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 464 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Advisory Group's fees for managing your investments are based on a percentage of the value of your portfolio, up to 2.95% annually. These fees are billed quarterly or semi-annually, in advance. The fees are usually deducted directly from your account, but you may be billed directly at DAG's discretion.
Location
696 N Maitland Avenue, Maitland, FL, 32751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Delta Advisory Group, INC.
Previous Registrations
Delta Capital Management, LLC
Spc
State Registrations1 state
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