Deborah King is a registered investment advisor at Asset Management Associates, based in South Windsor, CT, 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 Investment Management, Retirement Planning. Their firm serves 169 clients with $94M 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 $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.40% |
Fees are negotiable upon request for amounts over $2,000,000.
Fee Estimator
Location
South Windsor, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Asset Management Associates
State Registrations1 state
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