Deborah Doucet is a CFP-designated registered investment advisor at Saco River Financial Planning, based in Bartlett, NH, with 15 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 122 clients with $27M 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 $20K | Included |
| $20K - $50K | 1.25% |
| $50K - $250K | 1.15% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.80% |
Minimum annual fee of $295. The annual rate for assets under management may be reduced to 1% if the client has paid other fees or commissions to the advisor.
Fee Estimator
Location
Bartlett, NH
Get directionsHistory
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 writes and self-publishes books. She also works as an adjunct teacher.
Employment History
Current Registrations
Saco River Financial Planning
Previous Registrations
LPL Financial LLC
Cco Investment Services CORP.
State Registrations2 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.