Jacob Defilippo
Jacob Defilippo is a registered investment advisor at Delta Financial Advisors, INC, based in Kensington, MD, with 10 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 218 clients with $210M 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 $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
10539 Metropolitan Avenue, Kensington, MD, 20895-4015
Get directionsHistory
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
Jacob is a Client Services Director and Investment Advisor Representative for Delta Financial Advisors, dedicating about a quarter of his time to this role. He is also an investor in a real estate flip with his father and uncle, spending minimal time on this venture.
Employment History
Current Registrations
Delta Financial Advisors, INC
Regulus Financial Group, LLCBroker
Previous Registrations
Beacon Global Advisor Network, LLC
American Portfolios Financial Services, INC.Broker
State Registrations2 states
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