Elizabeth Soto-Delgadillo
Elizabeth Soto-Delgadillo is a CFP-designated registered investment advisor at Verus Financial Group, based in Bellaire, TX, with 38 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 388 clients with $160M 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 | 0.80% |
The fee for all assets held within Charles Schwab Institutional is 0.80% annually. The firm will not charge clients in excess of 1.50% fee based upon the assets under management for all services listed within Item 4.
Fee Estimator
Location
5959 West Loop South, Suite 560, Bellaire, TX, 77401
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2014Criminal
September 1981Other Business ActivitiesSells Insurance
Elizabeth is an agent for EVS Financial, selling life insurance, annuities, and long-term care insurance with various carriers and IMOs since 2022. This takes about 10-20% of her time, with half of that time occurring during trading hours.
Employment History
Current Registrations
Verus Financial Group
Previous Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ims Financial Advisors, INC.
Ims Securities, Inc.dba Ims Financial Advisors, INC
Ims Securities, INC.Broker
Pruco Securities CorporationBroker
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.