Alfred Dellaporta
Alfred Dellaporta is a registered investment advisor at Osaic Wealth, INC., based in Jacksonville, FL, with 34 years of industry experience. Alfred 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, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3112 St. Johns Bluff Rd. So., Jacksonville, FL, 32246-3712
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Alfred is the President/Owner of Allegiance Financial Advisors, Inc. and DP Brokerage, Inc., spending about half his time and a few hours per week on these activities respectively. He also owns Della Porta Agency, LLC, an insurance agency, dedicating a few hours per week to it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Allegiance Financial Advisors, INC.
Previous Registrations
Royal Alliance Associates, INC.
Signator Investors, INC.
John Hancock Mutual Life Insurance CompanyBroker
Signator Investors, INC.Broker
State Registrations32 states
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