Nicholas Dalessandro
Nicholas Dalessandro is a registered investment advisor at Great Valley Advisor Group, LLC, based in Wilmington, DE, with 9 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 33,099 clients with $9.7B 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 | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees and account value tiers are subject to negotiation at the sole discretion of Great Valley Advisor Group.
Fee Estimator
Location
1200 Pennsylvania Ave, Suite 202, Wilmington, DE, 19806
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2016Other Business Activities
Nicholas is involved with Keyser Partners, LLC for tax/investment purposes, and Great Valley Advisor Group as a DBA for LPL business and GVA Wealth Management as a DBA for LPL business. He also provides investment advisory services to Great Valley Advisor Group, Inc., spending nearly full-time on these activities.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.Broker
Seia
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Jacobi Capital Management, LLC
LPL Financial LLCBroker
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.Broker
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.