Barbara Deboer is a registered investment advisor at Greenup Street Wealth Management LLC, based in Sanfod, FL, with 31 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 754 clients with $660M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
Sanfod, FL
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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
Greenup Street Wealth Management LLC
Previous Registrations
Regal Advisory Services, INC.
Regal Securities, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Regal Securities, INC.Broker
Delta Advisory Services INC
Premieretrade Securities, INC.
Premieretrade Securities, INC.Broker
Morgan Stanley Dw INC.Broker
Morgan Stanley Dean Witter Online INC.Broker
Thomas F. White & CO., IncorporatedBroker
Great Western Financial Securities CorporationBroker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
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