Deborah Grothe-Rodgers
Deborah Grothe-Rodgers is a registered investment advisor at Lodestar Asset Management LLC, based in Moore, OK, 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 10 clients with $3.4M 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 - $1.0M | 0.90% |
| $1M+ | 0.90% |
Fees negotiable for accounts over $1,000,001.
Fee Estimator
Location
Moore, OK
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business Activities
Deborah is a managing member, investment adviser representative, and compliance officer of Lodestar Asset Management LLC, dedicating about half of her time. She is also the President of DMM, Peace of Mind Daily Money Management, LLC, offering services to seniors, which takes about 35-50 hours per month.
Employment History
Current Registrations
Lodestar Asset Management LLC
Previous Registrations
Merit Advisors, INC.
Merit Advisors, INC.
Oak Hills Securities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Capital West Securities, INC.
Capital West Securities, INC.Broker
Capital West Securities, INC.Broker
Shields & CompanyBroker
Capital West 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.