Deborah Matz
Deborah Matz is a registered investment advisor at Design Life's Journey, LLC, based in Appleton, WI, with 16 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11 clients with $2.8M 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 $2.0M | 1.10% |
| $2M+ | 0.80% |
Fee Estimator
Location
500 W Franklin Street, Suite E, Appleton, WI, 54911
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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 ActivitiesSells Insurance
Deborah is the founder of DLJ Tax Services LLC, providing tax preparation and planning services, and Franklin Properties LLC, which owns and manages an office building. She is also a representative for DLJ Insurance Services, selling life and health insurance including annuities and disability.
Employment History
Current Registrations
Design Life's Journey, LLC
Previous Registrations
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Princor Financial Services CorporationBroker
RBC Dain Rauscher INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.