Deborah Dematteo
Deborah Dematteo is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Miromar Lakes, FL, with 41 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.
Fee Estimator
Location
Miromar Lakes, FL
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 →Other Business ActivitiesSells Insurance
Deborah is an insurance agent selling life insurance since 1986, dedicating minimal time to this activity. She recommends insurance for investment clients.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
10-15 Associates, INC.
Purshe Kaplan Sterling InvestmentsBroker
10-15 Associates
Securities America, INC.Broker
First America Equities CORP.Broker
First Associated Financial Group, LTD.Broker
State Registrations5 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.