Deborah Wealth Advisory LLC offers comprehensive wealth management services combining investment management and financial planning. Led by founder and Certified Financial Planner Kelly Johnson, the firm builds customized investment portfolios using modern portfolio theory, considering each client's goals, risk tolerance, and tax situation. In addition to managing investments in stocks, bonds, mutual funds, and exchange-traded funds, the firm provides financial planning covering retirement, cash flow and debt management, college savings, estate planning, insurance, risk management, and tax strategies. Deborah Wealth Advisory LLC operates as a registered investment advisor and does not have an account minimum, though it enforces a minimum quarterly fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. Subject to a minimum quarterly advisory fee of $1,250.