Michael Delgado is a CFP-designated registered investment advisor at Gladstone Wealth Partners, based in San Diego, CA, with 1 years of industry experience. Michael 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 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.
Fee Estimator
Location
13400 Sabre Springs Pkwy, Suite 245, San Diego, CA, 92128
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 →Employment History
Current Registrations
Gladstone Wealth Partners
Previous Registrations
Aurora Wealth Advisors
State Registrations1 state
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
More Advisors
- Leah BurnettGladstone Wealth Partners
- Diane Bienke, CFPJ.P. Morgan Securities LLC
- Carter Watson, CFA, CFPFelspar Financial
- Gabriel Adams, CFPCreative Planning
- Matthew Luckham, CFPLPL Financial LLC
- Brett Pernicano, CFA, CFP, ChFCCorient