Robert Valentine is a registered investment advisor at Delta Financial, INC., based in Escanaba, MI. Robert 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 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.65% |
Fees are negotiable based on the complexity of the client's situation, relationship with the investment advisor representative, and total assets managed. Rates above $3,000,000 are negotiable.
Fee Estimator
Location
1615 Ludington Street, Suite B, Escanaba, MI, 49829
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
Delta Financial, INC.
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
More Advisors
- Jacquelyn Trask-Rahn, CFPEdward Jones
- Erik Spindler, ChFCLPL Financial LLC
- Mickenzie Koon, CFPEdward Jones
- Cory Kuchenberg, CFPEdward Jones
- Sheryl Rains, ChFCEdward Jones