Debra Fields is a CFP-designated registered investment advisor at Fmb Retirement Services, based in Westlake Village, CA, with 12 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 45 clients with $150M 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 | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.30% |
Fees negotiable for accounts greater than $20,000,000. Online investment education and enrollment for Plan participants is no additional cost.
Fee Estimator
Location
100 N. Westlake Blvd., Suite 201, Westlake Village, CA, 91362
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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
Fmb Wealth Management
Fmb Retirement Services
Previous Registrations
Soho Financial Services LLC
State Registrations1 state
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