Deborah Spencer is a registered investment advisor at Reyes Financial Architecture INC., based in San Diego, CA, with 1 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 160 clients with $160M 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 $500K | 2.45% |
| $500K - $1.5M | 1.95% |
| $1.5M - $2.5M | 1.75% |
| $2.5M+ | 1.50% |
Fees can be negotiated at the sole discretion of RFA.
Fee Estimator
Location
4660 La Jolla Village Drive, Suite 725, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Reyes Financial Architecture INC.
State Registrations1 state
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