Advisor at Royal Palms Capital, LLC
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Firm
Royal Palms Capital, LLC
Location
Whitefish, MT
Credentials
CFP®, Series 63, Series 65
Industry experience
41 years
Kristin Hetzer is a CFP® professional with 41 years of industry experience, currently serving as the sole advisor at Royal Palms Capital, LLC since 2005. She holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Royal Palms Capital LLC is an independent registered investment adviser providing discretionary investment management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s client-driven investment process incorporates both fundamental and technical analysis to develop and implement tailored portfolios with ongoing monitoring and adjustments.
Based on Royal Palms Capital, LLC
Fixed fees up to $10,000 negotiated with client for investment consulting services
$0 - $50,000: Minimum fee $50 per quarter $0 - $250,000: 1.375% $250,000 - $1,000,000: 1.20% for next $750,000 $1,000,000 - $4,000,000: 1.00% for next $3,000,000 $4,000,000 - $10,000,000: 0.75% for next $6,000,000 $10,000,000+: 0.50% $0 - $10,000,000: 0.50% for Fixed Income Only Portfolio, Mutual Funds Only Third Party Separate Outside Manager Accounts $10,000,000+: 0.35% for Fixed Income Only Portfolio, Mutual Funds Only Third Party Separate Outside Manager Accounts
$350 per hour for investment consulting services
Account minimum: $1,000,000 Minimum fee: $50 per quarter minimum fee for accounts below $50,000; $1,000 annual minimum fee for accounts below $50,000 or negotiated quarterly minimum fee; $25 per quarter minimum fee for management of variable annuities Fee-only: Hourly charges at $350 per hour; fixed fees up to $10,000 negotiated with client for investment consulting services
Whitefish, MT
California
Royal Palms Capital, LLC
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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