Mark Deily
Mark Deily is a registered investment advisor at Rba Wealth Management, LLC, based in Rancho Cucamonga, CA, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 426 clients with $450M 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K+ | 1.00% |
Fees are negotiable based on anticipated future assets, account composition, and pre-existing relationships. Fees may differ for held-away assets or alternative investments.
Fee Estimator
Location
9121 Haven Avenue, Suite 130, Rancho Cucamonga, CA, 91730
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2010Other Business ActivitiesSells Insurance
Mark is the President and Manager of CPA firm Deily & Company PC, working full-time. He also has a Life & Health Insurance license with United Health Care, but spends no time on it, and is a solicitor for RBA Wealth Management LLC, spending minimal time on it.
Employment History
Current Registrations
Rba Wealth Management, LLC
Deimark CORP
Previous Registrations
1st Global Advisors INC
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.
Exams
More Advisors
- Vi Chan, CFALPL Financial LLC
- Michael Bailey, CFPAmeriprise Financial Services, LLC
- Steven Lopez, CFPStrategic Advisers LLC
- Daniel Baker, CFPTrinity Capital Management, LLC
- Art Cardenas, CFPOsaic Wealth, INC.
- Gor Antashyan, CFPEdward Jones