Debora Caley is a registered investment advisor at Richwood Investment Advisors, LLC, based in Cincinnati, OH, with 25 years of industry experience. Debora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 144 clients with $140M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
At Richwood's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
5082 Wooster Road, Suite 100, Cincinnati, OH, 45226
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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
Debora is a 100% owner of Richwood Investment Advisors, LLC, dedicating nearly full-time hours to it. She also owns several real estate and wholesale office furniture businesses, each requiring minimal time and generating no income.
Employment History
Current Registrations
Richwood Investment Advisors, LLC
Previous Registrations
Evans Financial Group, INC.
Raymond James Financial Services
Riverpoint Capital Management, INC.
Wealth Advisors of Cincinnati, LLC
Charles Schwab & CO., INC.
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.