Debbie Byerly is a registered investment advisor at Strategent Financial, LLC, based in Harrisonburg, VA, with 4 years of industry experience. Debbie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 133 clients with $300M 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 | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Minimum annual wealth management fee is $10,000. Fees may be negotiable in limited circumstances.
Fee Estimator
Location
185 Neff Avenue, Suite 102, Harrisonburg, VA, 22801
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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
Debbie works as a group fitness instructor at Sentara Wellness Center, dedicating minimal time. She is also a committee member for the Town of Bridgewater's Industrial Development Authority, spending minimal time evaluating industrial development projects.
Employment History
Current Registrations
Strategent Financial, LLC
Previous Registrations
Capitol Family Office, INC.
State Registrations2 states
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