David Delap is a registered investment advisor at Aerodigm Wealth LLC, based in Lake Oswego, OR, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 256 clients with $1.5B 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
Fees may be negotiable. The advisory fees are inclusive of any fees charged by Focus Partners Advisor Solutions for administrative and/or sub-advisory services provided to your account, if any.
Fee Estimator
Location
5885 Meadows Road, Suite 200, Lake Oswego, OR, 97035
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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
David is a partner at Delap LLP, an accounting firm, since 1993. He dedicates about half of his time to this accounting practice.
Employment History
Current Registrations
Aerodigm Wealth LLC
State Registrations2 states
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