Stephen Dellelo
Stephen Dellelo is a ChFC-designated registered investment advisor at Prosperity Capital Advisors, based in South Easton, MA, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,096 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
The platform fee tier schedule is based on billable assets and excludes non-billable assets such as unmanaged accounts. The total annual fee for investment management services for retail clients typically varies between 0.20% and 2.0% depending upon several factors, including the market value of the assets under management and the types of services to be rendered. PCA charges a $150.00 minimum annual investment management fee which may result in a fee greater than 2.0%.
Fee Estimator
Location
944 Washington St., Suite 1A, South Easton, MA, 02375
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2017Other Business ActivitiesSells Insurance
Stephen owns Retirement Income Strategies LLC d.b.a. Dellelo Wealth Management, which handles advisory and insurance commissions and the business's finances, taking about a quarter of his time. He also owns a vacation rental property and is a licensed insurance agent selling various insurance products, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Prosperity Capital Advisors
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
New England SecuritiesBroker
Nylife Securities INC.Broker
State Registrations3 states
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.