Advisor at Asset Management Associates
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Firm
Asset Management Associates
Location
South Windsor, CT
Credentials
Series 65
Industry experience
24 years
Deborah King is a financial advisor at Asset Management Associates with 24 years of industry experience. She holds the Series 65 designation and has been affiliated with Springfield Technical Community College since 2001. Asset Management Associates provides portfolio management and financial advisory services to individual investors and smaller institutional clients, including charitable organizations, foundations, and endowments. The firm emphasizes asset allocation through a combination of fundamental and technical analysis, utilizing highly liquid investment vehicles and maintaining a generally long-term, buy-and-hold approach with tactical adjustments as needed.
$0 - $100,000: 1.00% $100,000 - $250,000: 0.75% $250,000 - $500,000: 0.65% $500,000 - $1,000,000: 0.50% $1,000,000 - $2,000,000: 0.40% $2,000,000+: Negotiable – Upon Request
Up to $250.00 per hour for account establishment and initial setup
Account minimum: $100,000
South Windsor, CT
Connecticut
Springfield Tech. Community College
2001 - Present (25 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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