Deborah Detray is a registered investment advisor at Trek Financial, based in Defiance, OH, with 31 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,035 clients with $2.5B 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances. Fees assessed on different assets in a portfolio may vary, depending on restrictions and complexity of management. In addition to the advisory fee, a platform fee is charged. Third-party managers and sub-advisors will charge an additional fee.
Fee Estimator
Location
815 E Second St., Suite 100, Defiance, OH, 43512
Get directionsHistory
Regulatory History (4)
Regulatory
November 2023Regulatory
June 2022Customer Dispute
April 2019Customer Dispute
August 2004Other Business Activities
Deborah is an accountant for DeTray Chiropractic Center, president of DeTray Investment Group (dedicating nearly full-time hours), treasurer for First Church of God, and owner of Northwest Tax Services (dedicating about 10-20% of her time during tax season). Only the investment group is investment-related.
Employment History
Current Registrations
Trek Financial
Previous Registrations
Horter Investment Management, LLC
LPL Financial LLCBroker
Advantage Investment Management, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
American Investment Services, INC.Broker
Sunamerica Securities, INC.Broker
Wma Securities, INC.Broker
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.