Debra Brede is a registered investment advisor at Focus Partners Wealth, LLC, based in Needham, MA, with 41 years of industry experience. Debra 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, Investment Management, and 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
1253 Highland Avenue, Needham, MA, 02492
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Debra has several outside business activities, including serving on the finance committee for Newton Wellesley Hospital, acting as a trustee for Agape A.I.D.S. Orphan Care, and being a board member for the Boston Rescue Mission. She also manages rental properties through D.K. Brede Investment Management Company and Blue Chip Real Estate Holdings LLC.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Gw & Wade, LLC
Gw & Wade Asset Management Company, LLCBroker
Commonwealth Financial Network
D.K. Brede Investment Management Company INC.
Commonwealth Financial NetworkBroker
Commonwealth Equity Services, INC.Broker
Prudential-Bache Securities INC.Broker
Shearson Lehman Hutton INC.Broker
State Registrations1 state
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.