DC
DC

Debora Covell

10 Years of Experience
Wyomissing, PA

Debora Covell is a registered investment advisor at Connors Investor Services INC, based in Wyomissing, PA, with 10 years of industry experience. Debora operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 662 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
10 advisors
Number of Clients
662 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Annual investment advisory fees range from 0.25% up to 1.25% based on investment objectives, amount of assets invested, and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1210 Broadcasting Road, Suite 200, Wyomissing, PA, 19610-3213

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Connors Investor Services INC
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Mcglinn Capital Management INC
February 2015 - April 2016 · 1 yr 2 mos
Mcglinn Capital Management INC
July 2014 - December 2014 · 5 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
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