Advisor at Richwood Investment Advisors, LLC
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Firm
Richwood Investment Advisors, LLC
Location
Cincinnati, OH 45226
Credentials
Series 63, Series 66
Industry experience
25 years
Debora Caley is the principal advisor at Richwood Investment Advisors, LLC in Cincinnati, OH, with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has led Richwood Investment Advisors since 2010. Outside of her advisory work, she owns and manages several non-investment-related businesses, including a wholesale office furniture company. Richwood Investment Advisors provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes customized Investment Policy Statements and employs a combination of fundamental and technical analysis in its investment approach.
Based on Richwood Investment Advisors, LLC
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $3,000,000: 0.70% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.40%
5082 Wooster Road, Suite 100
Cincinnati, OH 45226
Ohio · Texas
Richwood Investment Advisors, LLC
2010 - Present (16 years)
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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