Debra Wilkens is a CFA-designated registered investment advisor at Private Wealth Asset Management, based in San Anthonio, TX, with 6 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 559 clients with $2.5B 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 $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable and actual fees paid may differ. Philanthropic accounts and fixed income accounts (90%+ allocation) have separate fee schedules.
Fee Estimator
Location
112 E. Pecan St., San Anthonio, TX, 78205
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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 →Employment History
Current Registrations
Private Wealth Asset Management
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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