Dezann Korbuly is a registered investment advisor at Providence Capital, based in Lowell, AR, with 10 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 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% |
Fees are generally negotiable.
Fee Estimator
Location
201 Presidential Dr, Suite 100, Lowell, AR, 72745
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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