David Deller
David Deller is a CFP-designated registered investment advisor at Deller Wealth Management LLC, based in Royal Oak, MI, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 69 clients with $17M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Wealth Management Services are offered starting at $6,000 per year and the fee is negotiable at the discretion of the advisor. Clients with less than $480,000 in assets under management will be billed monthly, on or around the first of each month, at a rate of $500 per month.
Fee Estimator
Contact
David Deller
Location
418 N Main St., Suite 200, Royal Oak, MI, 48067
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Employment History
Current Registrations
Deller Wealth Management LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
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.
Exams
Additional Information
Owner and wealth manager David Deller is a Board Certified Financial Planner™ and Accredited Asset Management Specialist (AAMS®). He has a Bachelor's Degree in Personal Financial Planning from Central Michigan University. He gained experience working for two Fortune 500 firms; Edward Jones and Raymond James. David opened Deller Wealth Management in 2018 to offer transparent fee-only planning, best in class technology, and custom portfolio solutions to clients.