Deborah Baldini is a registered investment advisor at Able Financial Group, LLC, based in Scottsdale, AZ, with 47 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 551 clients with $570M 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 $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiable for accounts over $15,000,000.
Fee Estimator
Location
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2001Other Business Activities
Deborah works as an Investment Adviser Representative for ABLE Financial Group and as a Registered Representative for Private Client Services, each taking about half of her time. She also owns rental real estate, manages her daughter's social security benefits as a representative payee, and is a trustee for her daughter's special needs trust, all requiring minimal time.
Employment History
Current Registrations
Able Financial Group, LLC
Private Client Services, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
RBC Capital Markets CorporationBroker
RBC Capital Markets Corporation
Sutro & CO. IncorporatedBroker
Prudential Securities IncorporatedBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 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.