Deborah Leich is a registered investment advisor at Capvisor Associates, LLC, based in Dawsonville, GA, with 30 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $670M 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 | 0.75% |
| $1.0M - $1.3M | 0.70% |
| $1.3M - $1.5M | 0.65% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee Estimator
Location
Dawsonville, GA
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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 →Other Business Activities
Deborah is a board member for the Municipal League Foundation, focusing on fundraising to enhance leadership in local government. This requires minimal time each month, with slightly more time dedicated during securities trading hours.
Employment History
Current Registrations
Capvisor Associates, LLC
Previous Registrations
Victory Capital Advisers, INC.Broker
Funds Distributor, LLCBroker
Lpm Investment Services, INCBroker
State Registrations1 state
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.