Robert Defruscio
Robert Defruscio is a registered investment advisor at Delta Wealth Management, LLC, based in Fernandina Beach, FL, with 25 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 49 clients with $62M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for amounts over $5,000,000.
Fee Estimator
Location
Fernandina Beach, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2015Other Business Activities
Robert is a minority owner of Christensen Defruscio Allen & Co LLC, an accounting and tax services firm, since 2008. He performs tax preparation services for trust and business clients, dedicating about 10-20% of his time.
Employment History
Current Registrations
Delta Wealth Management, LLC
Previous Registrations
Rpm Capital Management, LLC
Greenwich Investment Management, INC.
Greenwich Investment Management, 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.