Deborah Dutton Baldini

Able Financial Group, LLC

46 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Able Financial Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

551 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$571.0M

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Tiered)

Assets Under Management	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. Using the previous tier's fee percentage as the starting point for negotiation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2001

Settled

View Full SEC Report How to Read Disclosures

Other 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.