Juan Delgado is a registered investment advisor at Fellowship Financial Group, based in Maitland, FL, with 1 years of industry experience. Juan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 466 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fellowship Financial Group's fee for managing your investments ranges from 0.5% to 2.0% per year, depending on the size, type, and complexity of your account. The fee is calculated monthly based on the average daily balance. The advisory fee is negotiable. Family accounts may be combined to potentially lower the fee.
Location
630 N Wymore Road, #304, Maitland, FL, 32751
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fellowship Financial Group
Previous Registrations
Nylife Securities LLCBroker
State Registrations1 state
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