Della Stegall
Della Stegall is a CFP-designated registered investment advisor at Fruit of the Vine Financial, LLC, based in New Braunfels, TX, with 8 years of industry experience. Della operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7 clients with $480K 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable. FOTVF may also bill a flat fee for investment management, not to exceed 2.00% of assets under management.
Fee Estimator
Contact
Della Stegall
Location
2810 Oak Run Pkwy Ste 400-D, New Braunfels, TX, 78132
Get directionsHistory
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
Della provides pro-bono financial coaching for the Wings for Widows charitable organization. The coaching may involve general discussion around investments but not specific investment advice.
Employment History
Current Registrations
Fruit of the Vine Financial, LLC
Previous Registrations
Midwest Professional Planners, LTD.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
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