Debra Peters is a CFP-designated registered investment advisor at Wealth Management Services,llc, based in Springfield, IL, with 22 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $14M 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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on assets above $1,000,000. Minimum annual fee of $1,500 is also negotiable.
Fee Estimator
Location
2 Lawrence Square, Suite B, Springfield, IL, 62704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Debra is an employee of The Barkmeier Group, Inc., a firm that does tax planning and tax return preparation.
Employment History
Current Registrations
Wealth Management Services,llc
State Registrations1 state
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