Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory fees are negotiable, typically ranging from 0.5% to 2% annually, depending on account size and complexity. Financial planning fees are fixed, generally starting at $5,000, depending on complexity. These fees are negotiable. The financial planning fee is waived for clients who have brokerage accounts under management at Fidelity or Goldman Sachs. There is a minimum account size of $500,000, which may be waived.
Areas of Practice
Advisor Information
Office location
9230 Bay Shore Dr NW #201, Silverdale, WA, 98383
Get directionsRegulatory 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.
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Heather is the owner of Heather Dawn Design, a sole proprietorship offering graphic design, bookkeeping, and administrative assistance since 1992. This takes about 10-20% of Heather's time, including some hours during securities trading hours.