Jeanne Morelli is a PFS-designated registered investment advisor at Dkcb Financial Advisors, LLC, based in Rochester, NY, with 22 years of industry experience. Jeanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,001. DKCB Financial Advisors may receive up to 15% of fees charged by independent money managers as a referral fee.
Fee Estimator
Location
100 Meridian Centre Blvd., Suite 200, Rochester, NY, 14618
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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 →Employment History
Current Registrations
Dkcb Financial Advisors, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Advisory Services
Dkcb Financial Advisors, LLC
Davie Kaplan Wealth Care Advisors, LLC
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
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
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