Michael Deluca
Michael Deluca is a registered investment advisor at Prosperity Wealth Management, INC., based in Beaver Falls, PA, with 24 years of industry experience. Michael 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, Investment Management, and 2 more. Their firm serves 1,619 clients with $440M 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 | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Location
Beaver Falls, PA
Get directionsHistory
Regulatory History (2)
Regulatory
December 2022Customer Dispute
May 2006Other Business ActivitiesSells Insurance
Michael sells fixed insurance and annuities through Executive Brokerage Services and is a compliance officer for Fortune Financial Services, Inc. He is also an officer of Gabauer Enterprises, Inc., handling accounting of life and fixed annuity commissions, and an IAR with Prosperity Wealth Management.
Employment History
Current Registrations
Prosperity Wealth Management, INC.
Fortune Financial Services, INC.Broker
Previous Registrations
Prosperity Wealth Management, INC.
Hazard & Siegel Advisory Services LLC
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Woodbury Financial Services, INC.Broker
State Registrations29 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.