Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees negotiable for accounts over $15,000,000.
Fee Estimator
For portfolio management, fees are based on a percentage of your assets under management. For financial planning and consulting, fees are charged hourly (up to $600/hour) or as a flat fee (up to $35,000). Retirement plan consulting is billed hourly (up to $500/hour), as a flat fee (up to $25,000), or as a percentage of plan assets (up to 1.00%). Fees are negotiable. A minimum account balance of $500,000 is generally required for Comprehensive Portfolio Management, but this may be waived.
Areas of Practice
Advisor Information
Office location
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258
Get directionsRegulatory History (1)
Customer Dispute
July 2001Other Business Activities
Deborah works as an Investment Adviser Representative for ABLE Financial Group and as a Registered Representative for Private Client Services, each taking about half of her time. She also owns rental real estate, manages her daughter's social security benefits as a representative payee, and is a trustee for her daughter's special needs trust, all requiring minimal time.