Deborah Castellani is a CFA-designated registered investment advisor at Akros Investments, INC., based in Lufkin, TX, with 24 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $7.0M | 0.70% |
| $7M+ | 0.40% |
Rates shown are for discretionary accounts. Non-discretionary accounts have higher rates (1.15% down to 0.45%). Subject to a minimum monthly fee of $400 for discretionary accounts ($475 for non-discretionary).
Fee Estimator
Location
Lufkin, TX
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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
Deborah is the president of OTB Strategic Consulting, Inc., providing financial and non-financial consulting services since 2002. This activity takes nearly full-time.
Employment History
Current Registrations
Akros Investments, INC.
State Registrations1 state
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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