DB
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Deon Blaney

25 Years of Experience
Las Vegas, NV
Sells Insurance

Deon Blaney is a registered investment advisor at Private Wealth Management LLC, based in Las Vegas, NV, with 25 years of industry experience. Deon 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, High Net Worth, and 3 more. Their firm serves 12 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
12 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$126.2M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1308 Reisling Court, Las Vegas, NV, 89144

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Deon is self-employed as a life insurance agent.

Employment History
Current Registrations
Private Wealth Management LLC
May 2011 - Present · 15 yrs
Previous Registrations
Private Wealth Management LLC
November 2005 - February 2011 · 5 yrs 3 mos
Torrey Capital Investments
September 2005 - October 2005 · 1 mo
Banc of America Investment Services, INC.
November 2003 - September 2005 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2000 - November 2003 · 3 yrs 2 mos
State Registrations1 state
NV
Advisor

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.

Exams
No exam information available for this advisor.