Dezann Korbuly is a registered investment advisor at Providence Capital, based in Colleyville, TX, with 11 years of industry experience. Dezann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 90 clients with $41M 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 | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Portfolio management fees are generally negotiable and may include financial planning services.
Fee Estimator
Location
Colleyville, TX
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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
Dezann owns an accounting business, providing accounting services to individuals and small businesses since 1995. She also serves as the Corporate Controller for a couple of small businesses, dedicating about half of her time to these activities.
Employment History
Current Registrations
Providence Capital
Previous Registrations
Open Range RIA
Family Business Office, INC.
State Registrations1 state
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.
Exams
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