William Delano is a registered investment advisor at Dl Wealth Management Group, based in San Diego, CA, with 17 years of industry experience. William 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. Their firm serves 135 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
If DL Wealth Management Group directs clients to SEI Private Trust Co., the total fee will be up to 2.45% (DL Wealth Management Group's fee up to 1.25% and SEI's fee up to 1.20%). Fees are variable.
Fee Estimator
Location
6265 Greenwich Drive, Suite 150, San Diego, CA, 92121
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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
William owns William F. Delano Administrative Services, providing administrative and I.T. services since 2012. He dedicates about half of his time to this business, both during and outside of trading hours, and derives 100% of his yearly compensation from it.
Employment History
Current Registrations
Dl Wealth Management Group
Previous Registrations
First Financial Equity CorporationBroker
First Financial Equity Corporation
Vfg Advisors, INC.
Vfg Securities, INC.Broker
Western Financial Advisors
Wfp SecuritiesBroker
Waddell & Reed, INC.
Waddell & Reed, INC.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.