Jeffrey Delisle
Jeffrey Delisle is a registered investment advisor at Horace Mann Investors, INC., based in Augusta, ME, with 30 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Horace Mann Investors offers investment management services through model portfolios managed by third-party firms. The annual fee is a percentage of your portfolio, and the specific rate depends on the model portfolio you choose and the amount you invest. Here are some examples:
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BNY AdvisorFlex Portfolios:
- First $500,000: 1.60%
- $500,001 - $1,000,001: 1.40%
- Over $1,000,001: 1.20%
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BNY/American Funds Core Portfolios:
- First $250,000: 1.30%
- $250,001 - $500,000: 1.20%
- $500,001 - $1,000,000: 1.00%
- $1,000,001 - $5,000,000: 0.95%
- Over $5,000,000: 0.90%
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BNY Managed360 Third-Party Strategists Program:
- First $250,000: 1.60%
- $250,001 - $500,000: 1.40%
- $500,001 - $1,000,000: 1.20%
- $1,000,001 - $5,000,000: 1.15%
- Over $5,000,000: 1.10%
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BNY Wealth Start Portfolios:
- First $250,000: 1.30%
- $250,001 - $500,000: 1.20%
- $500,001 - $1,000,000: 1.00%
- $1,000,001 - $5,000,000: 0.95%
- Over $5,000,000: 0.90%
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BNY Asset Allocation Portfolios:
- First $250,000: 1.60%
- $250,001 - $500,000: 1.40%
- $500,001 - $1,000,000: 1.30%
- $1,000,001 - $5,000,000: 1.20%
- Over $5,000,000: 1.00%
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Envestnet Fund Strategist Programs: These portfolios are closed to new investors.
Fees are billed quarterly in advance. Some portfolios may have termination fees if you close the account within the first year.
Location
5 Orchard St, Augusta, ME, 04330
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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
Jeffrey is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He is also a board member of the Maranacook Lake Association, dedicating minimal time to protecting the lake's water quality.
Employment History
Current Registrations
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
State Registrations2 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.