Theresa Kenyon
Advisor at Hohimer Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hohimer Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hohimer Wealth Management, LLC
Location
Seattle, WA 98101
Credentials
Series 65
Industry experience
4 years
Theresa Kenyon is a financial advisor at Hohimer Wealth Management, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Hohimer Wealth Management since 2021. In addition to her advisory role, she serves as the full-time Managing Director at Lendinco, LLC, a mortgage banking firm. Hohimer Wealth Management advises individuals, institutions, and business entities, offering investment and wealth management, financial planning, and consulting services through a team-based model. The firm utilizes a combination of active and passive strategies across various asset classes and incorporates alternative investments, including private funds, while serving as an investment manager for certain pooled investment vehicles.
Based on Hohimer Wealth Management, LLC
Based on Hohimer Wealth Management, LLC
Flat/project fees for financial planning and consulting, maximum fee up to $50,000
$0 - $2,000,000: 1.50% $2,000,000.01 - $5,000,000: 1.00% $5,000,000.01 - $10,000,000: 0.75% $10,000,000.01 - $25,000,000: 0.60% $25,000,000.01 - $50,000,000: 0.50% $50,000,000.01 - $100,000,000: 0.40% $100,000,000.01+: 0.35%
Hourly financial planning and consulting fees range between $150 and $500 per hour
Performance-based fees charged by private funds managed by HWM based on net profits above a hurdle rate; details provided in private fund offering documents
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $8,000, billed quarterly, per household for investment and wealth management services Fee-only: Financial planning and consulting services offered on flat/project fee or hourly basis; hourly rates range from $150 to $500; maximum flat fee up to $50,000
One Union Square, 600 University Street, Suite 2401
Seattle, WA 98101
Washington
Hohimer Wealth Management, LLC
2021 - Present (5 years)
Lendinco LLC
2020 - Present (6 years)
Unemployed
2020 - 2020 (1 year)
TBI Mortgage
2011 - 2020 (9 years)
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Is not active or affiliated with:
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Fund sponsor
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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