Deborah Dehoff
Deborah Dehoff is a CFP-designated registered investment advisor at United Capital Financial Advisors, based in Elkhart, IN, with 32 years of industry experience. Deborah 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 22,832 clients with $17B 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 | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
300 Nibco Parkway, Ste 100, Elkhart, IN, 46516
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 a licensed insurance agent with United Capital Risk Management, selling life insurance, health insurance, and annuities. She may receive compensation from insurance companies for these sales.
Employment History
Current Registrations
United Capital Financial Advisors
Previous Registrations
Harbour Investments, INC.Broker
Cambridge Investment Research, INC.Broker
Compass Wealth Advisors, LLC
Mutual Service CorporationBroker
Edward JonesBroker
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Society Investments, INC.Broker
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.