Deborah Castellani is a CFA-designated registered investment advisor at Akros Investments, INC., based in Lufkin, TX, with 23 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
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% |
These rates are for discretionary accounts. Non-discretionary accounts are charged at a higher rate: $250,000 to $1,000,000: 1.15%, $1,000,001 to $7,000,000: 0.80%, Over $7,000,001: 0.45%. Minimum monthly fee of $400 for discretionary and $475 for non-discretionary accounts, which may be negotiable.
Fee Estimator
Location
Lufkin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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