VD
VD

Virginia Debbink

7 Years of Experience
Oakland, CA

Virginia Debbink is a registered investment advisor at Three Bell Capital LLC, based in Oakland, CA, with 7 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 628 clients with $5.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
628 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20M+0.50%

Fees are negotiable based on client needs and situation complexity. Fees are paid quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Oakland, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Virginia works part-time as a sales associate selling sunglasses.

Employment History
Current Registrations
Three Bell Capital LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Global Retirement Partners LLC
October 2018 - August 2023 · 4 yrs 10 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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