Wisdom Planning Group (operating as Delgado Wealth Management) provides investment advice and financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm creates personalized investment plans and manages portfolios based on each client's goals, risk tolerance, and time horizon. Financial planning covers areas like retirement, college, and debt management.
Assets Under Management$110M
Clients115
Advisors3
Avg. per Client$980K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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