Deborah Claydon is a registered investment advisor at Carpenter, Claydon Advisors, INC., based in Orlando, FL, with 26 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 249 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.20% |
| $10.0M - $20.0M | 0.10% |
| $20M+ | 0.10% |
Fee is negotiable based on complexity and scope of engagement.
Fee Estimator
Location
834 N. Highland Avenue, Orlando, FL, 32803
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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 →Employment History
Current Registrations
Carpenter, Claydon Advisors, INC.
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
State Registrations1 state
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