Deborah Saas is a registered investment advisor at Center for Wealth Management Advisory, based in Milford, OH, with 39 years of industry experience. Deborah 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, Insurance Planning, and 3 more. Their firm serves 568 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM offers investment management through Custom Investment Management I (CIM I) and Custom Investment Management II (CIM II). The maximum annual management fee for both programs is 2.5%. Fees are negotiable and based on the complexity of your financial situation, the services provided, and the value of the assets in your account. Fees are paid quarterly in advance, automatically deducted from your account.
Location
Milford, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deborah is involved with Tyjope, Inc., a corporation for tax/investment purposes, dedicating full-time hours. She also operates under the DBAs Center for Wealth Management Financial and Center for Wealth Management Advisory, providing investment advisory services through Center for Wealth Management LLC, spending nearly full-time hours on these activities.
Employment History
Current Registrations
Center for Wealth Management Advisory
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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