Deborah Wiggin is a CFP-designated registered investment advisor at Wiggin Financial Services, based in Fort Lauderdale, FL, with 31 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30 clients with $9.5M 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 $150K | 1.25% |
| $150K - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Investment management fees are negotiable for accounts under $150,000 and over $4 million.
Fee Estimator
Location
101 NE 3rd Avenue, Suite 1500, Fort Lauderdale, FL, 33301
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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 →Employment History
Current Registrations
Wiggin Financial Services
Previous Registrations
Winston & Company, INC.
Miller Wiggin & Associates, INC.
Miller Wiggin & Associates, INC.
State Registrations2 states
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