Jesus Delgado is a CFP-designated registered investment advisor at Delgado Private Wealth Management LLC, based in Naples, FL, with 8 years of industry experience. Jesus 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 67 clients with $42M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. DPWM may negotiate a fixed fee schedule at DPWM 's discretion. Under this arrangement, DPWM will charge a fixed annual rate of 1.5% for portfolio management. The fixed fees will never exceed 2% of assets under management.
Fee Estimator
Location
999 Vanderbilt Beach Road Suite 200, Naples, FL, 34108
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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
Jesus is the owner/manager of Delgado Capital Venture Group LLC, involved in buying, renting, and selling real estate, dedicating a few hours per week. He is also the owner/manager of Jesus M. Delgado, LLC, a pass-through entity.
Employment History
Current Registrations
Delgado Private Wealth Management LLC
Previous Registrations
Rinaldi Wealth Management, INC.
Fsc Securities Corporation
Fsc Securities CorporationBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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.