Debra Wilkens is a CFA-designated registered investment advisor at Private Wealth Asset Management, based in Omaha, NE, with 6 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 483 clients with $1.8B 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 $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Schedule is for individually managed/family office/non-philanthropic organization accounts. Fees for philanthropic accounts and fixed income accounts differ. Actual fees paid may be negotiated and may differ from those in the fee schedule.
Fee Estimator
Location
1100 Capitol Avenue, Suite 200, Omaha, NE, 68102
Get directionsHistory
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
Private Wealth Asset Management
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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.