DP
CFP
DP
CFP

Deborah Ann Peri

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
531 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.40%
$10M+0.30%

Discounts may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,500
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Location

203 Redwood Shores Parkway, Suite 550, Redwood City, CA, 94065

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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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Employment History
Current Registrations
Team Hewins, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Redwood Park Advisors
September 2020 - July 2024 · 3 yrs 10 mos
Curran & Lewis Investment Management, INC.
April 2011 - June 2021 · 10 yrs 2 mos
Wells Fargo Investments, LLC
January 2003 - March 2005 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Deborah Ann Peri - Financial Advisor | TrueAdvisor