Deborah Stackpole is a registered investment advisor at Stonecrest Advisors, INC., based in Bayville, NJ, with 20 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 383 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonecrest Advisors manages investment portfolios for a fee based on a percentage of the assets in your account, ranging from 0.50% up to 2.0% annually. This fee covers portfolio management, transaction costs, and custodial costs. The fee is billed monthly in advance, based on the market value of assets on the last day of the previous month. The advisory fee is negotiable depending on individual client circumstances.
Location
Bayville, NJ
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Regulatory History (1)
Customer Dispute
February 2024Other Business Activities
Deborah is an investment adviser at Stonecrest Advisors, dedicating about 10-20% of her time, including during trading hours. She also owns AKTT Financial Group LLC, which handles payroll and expenses, but this requires minimal time.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Investment Advisors Asset Management, LLC
Royal Alliance Associates, INC.Broker
Investment Advisors & Consultants, INC.Broker
State Registrations12 states
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.