Jason Delorenzo is a registered investment advisor at Ad Deum Funds, LLC, based in South Riding, VA, with 7 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 20 clients with $1.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ad Deum Funds charges a percentage of your portfolio each year for investment management. The specific percentage depends on the investment strategy used:
- Traditional Strategy: 1% per year
- Volland Strategy: 3% per year (1% + 2% incremental fee)
- Structured Risk Strategy: 1.75% per year (1% + 0.75% incremental fee)
- Specialty Strategy: 2.75% per year (1% + 1.75% incremental fee)
Fees are calculated monthly and billed quarterly in arrears. There is a $50,000 minimum account size, but Ad Deum Funds may consider smaller accounts on a case-by-case basis. Individual asset management clients receive complimentary access to the Wizard of Ops newsletters.
Location
South Riding, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a Principal Analyst at Regulus Group, LLC, dedicating full-time hours to system engineering and program management. He also contributes analysis to Chimera Research Group, Inc. and EcoQuant Intel, and owns rental real estate property.
Employment History
Current Registrations
Ad Deum Funds, LLC
State Registrations2 states
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