Delmas Wilson
Delmas Wilson is a registered investment advisor at Wilson Wealth Stewardship, based in Macon, GA, with 13 years of industry experience. Delmas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 1 more. Their firm serves 155 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wilson Wealth Stewardship does not directly manage client investments. Instead, they connect clients with sub-advisors or third-party money managers. Fees for these services are a percentage of your portfolio, with Wilson Wealth Stewardship charging up to 1.4% and the sub-advisor or third-party manager charging up to 2.9%. These fees are in addition to any fees charged within the investment funds themselves. The total maximum fee could be 4.3%.
Location
1900A Northside Crossing, Macon, GA, 31210
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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 ActivitiesSells Insurance
Delmas is individually licensed to sell fixed insurance products in Georgia. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Wilson Wealth Stewardship
Previous Registrations
Christy Capital Management, INC.
State Registrations3 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.