Donald Dalesandro
Donald Dalesandro is a registered investment advisor at Liberty Solutions Advisors, based in San Diego, CA, with 28 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $5.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Qualified clients can pay a performance-based fee of 20% of capital appreciation instead of the annual portfolio management fee.
Fee Estimator
Location
2801 Camino Del Rio South, Suite 315-4, San Diego, CA, 92108
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2010Other Business Activities
Donald is an investment adviser representative with another investment advisory firm.
Employment History
Current Registrations
Liberty Solutions Advisors
Previous Registrations
"tate Asset Management" and "dco Wealth Management"
Advanced Practice Advisors, LLC
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
A. G. Edwards & Sons, INC.
Morgan Stanley
State Registrations1 state
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.