Christopher Deleon is a CFP-designated registered investment advisor at Plandeavor, based in Miami, FL, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 11 clients with $2.8M 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 $750K | 1.00% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.70% |
| $3M+ | 0.55% |
Clients who also contract for comprehensive financial planning services pay a flat 0.70% annual fee on all assets. Fees are negotiable.
Fee Estimator
Location
Miami, FL
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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 →Employment History
Current Registrations
Plandeavor
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Sei Investments Distribution CO.Broker
Sei Investments Management CORP
Northwestern Mutual Investment Services, 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.
Exams
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