Deborah Birch
Deborah Birch is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Glenwood Springs, CO, with 26 years of industry experience. Deborah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
817 Colorado Ave, Suite 105, Glenwood Springs, CO, 81601
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Regulatory History (1)
Customer Dispute
June 2023Other Business Activities
Deborah is involved with Roaring Fork Financial Services, Inc. providing CPA/enrolled agent/tax prep/accounting services, dedicating about 10-20% of her time. She also acts as a landlord for 1315 Grand LLC, spending minimal time on this activity, and is an advisory representative of a RIA, spending about 10-20% of her time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
H&r Block Financial Advisors, INC.Broker
Birchtree Financial Services, INC.Broker
State Registrations10 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.
Exams
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