Jesse D'elia is a CFP-designated registered investment advisor at Attleboro Wealth Management LLC, based in Yardley, PA, with 12 years of industry experience. Jesse 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 4 more. Their firm serves 142 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Attleboro Wealth Management offers asset management and comprehensive portfolio management. The maximum annual fee for asset management is 1.25% of your portfolio. The maximum annual fee for comprehensive portfolio management, which includes financial planning, is 2.00%. Fees are negotiable and billed quarterly in advance. They also offer portfolio monitoring for a maximum annual fee of 1.00%.
Location
1051 Lindenhurst Road, Yardley, PA, 19067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jesse is the owner of B. E. 2A Properties LLC, a company involved in residential home purchase, improvement, renovation, and re-sale. He spends minimal time on this activity.
Employment History
Current Registrations
Attleboro Wealth Management LLC
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations3 states
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