Darrell Devaney is a CFP-designated registered investment advisor at 55 North Private Wealth, based in Winter Park, FL, with 26 years of industry experience. Darrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 132 clients with $370M 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 $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.65% |
| $7.5M - $10.0M | 0.55% |
| $10.0M - $12.5M | 0.50% |
| $12.5M - $15.0M | 0.45% |
| $15.0M - $17.5M | 0.40% |
| $17.5M - $20.0M | 0.35% |
| $20.0M - $25.0M | 0.30% |
| $25.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Annual fees are negotiable.
Fee Estimator
Location
268 W New England Avenue, Winter Park, FL, 32789
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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 Activities
Darrell owns a rental property in Orlando, Florida, which was formerly his primary residence. The renter is not a client or advisor.
Employment History
Current Registrations
55 North Private Wealth
Previous Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Independent Financial Partners
Mutual Service CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.