Filipe Delvaux is a registered investment advisor at Delvaux Wealth Management, based in Brighton, CO, with 9 years of industry experience. Filipe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Fees are calculated using a blended rate. For clients that have accounts managed by an Independent Manager, the Independent Manager’s fee will be charged separate from the Delvaux Wealth Management fee. At no time will the combined fees of the advisor and the third-party manager exceed an annualized rate of two percent. Delvaux Wealth Management reserves the discretion to negotiate fees with prospective and existing clients.
Fee Estimator
Location
Brighton, CO
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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
Delvaux Wealth Management
Previous Registrations
Athos Private Wealth LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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