Brian Deloriea is a CFA-designated registered investment advisor at Impact Investors, based in Savoy, IL, with 4 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 240 clients with $320M 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 | 1.15% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.5M | 1.00% |
| $3.5M - $8.5M | 0.90% |
| $8.5M - $20.5M | 0.80% |
| $20.5M - $45.0M | 0.70% |
| $45M+ | 0.70% |
Rates shown are for managed funds and stocks. Individual bonds are charged at lower rates ranging from 0.80% down to 0.30%. Cash management fee is 0.15%. Fees are negotiable for accounts above $45,000,000.
Fee Estimator
Location
Savoy, IL
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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
Impact Investors
Previous Registrations
Wells Fargo Advisors, LLC
Edward Jones
State Registrations2 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.
Exams
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