Delagify Financial provides financial planning services, including investment management. Financial planning covers investment, retirement, estate, charitable, education, and tax planning, as well as real estate, mortgage/debt, insurance, and business/personal financial planning. Clients can also receive ongoing investment management and consulting services. Delagify Financial also offers a financial fitness assessment and a second look service for clients already working with a financial advisor.
Assets Under Management$3.5M
Clients80
Advisors1
Avg. per Client$44K
Avg. per Advisor$3.5M
Fee Structure
Delagify Financial no longer offers standalone investment management services. Investment management is only offered as part of a financial planning engagement.
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