Debra Bell
Debra Bell is a registered investment advisor at Selkirk Wealth Advisors, LLC, based in Spokane, WA, with 33 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 204 clients with $210M 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 $1.0M | 1.20% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
Fees are negotiable, including the option of a flat fee.
Fee Estimator
Location
1403 S. Grand Blvd., Suite 202N, Spokane, WA, 99203
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
Debra is an independent insurance agent and sole proprietor since 1994, selling long-term care and disability insurance. This activity requires minimal time.
Employment History
Current Registrations
Selkirk Wealth Advisors, LLC
Previous Registrations
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Swbc Investment CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.