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 Charitable Giving, Education Planning, Estate Planning, 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee does not exceed 1.25% for asset management, 2.00% for comprehensive portfolio management, and 1.00% for portfolio monitoring. Fees are negotiable.
Fee Estimator
Location
1051 Lindenhurst Road, Yardley, PA, 19067
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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 Activities
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
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
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