Debra Deleers
Debra Deleers is a registered investment advisor at N.E.W. Advisory Services, LLC, based in De Pere, WI, with 11 years of industry experience. Debra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,862 clients with $1.6B 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 $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable. Accounts held direct with a product sponsor are charged a flat 0.75%.
Fee Estimator
Location
2200 Dickinson Road, Unit 17A, De Pere, WI, 54115
Get directionsHistory
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 ActivitiesSells Insurance
Debra is involved in several business activities, including working under Northright Financial, owning N.E.W. Advisory Services LLC, and providing estate planning services through Debra A DeLeers Legal Services LLC. She is also an independent representative with various insurance carriers and serves as a board member for Woodlawn Cemetery in Green Bay.
Employment History
Current Registrations
N.E.W. Advisory Services, LLC
Geneos Wealth Management, INC.Broker
Previous Registrations
Geneos Wealth Management, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations3 states
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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