Advisor at Heritage Capital Advisors, 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
Heritage Capital Advisors, LLC
Location
Eastsound, WA
Credentials
CFA®
Industry experience
13 years
Consultation services charged up to $5,000 fixed fee
up to 1.95% annually, negotiable depending on client needs and complexity
Consultation services charged between $150.00 to $500.00 per hour
Fee-only: Investment supervisory fees paid as percentage of AUM up to 1.95%, negotiable; consulting fees up to $5,000 fixed fee and/or $150 to $500 hourly rate
Heritage Capital Advisors
2021 - Present (5 years)
Concert Wealth Management, Inc.
2014 - 2017 (3 years)
Numetrix Capital, LLP
2014 - 2022 (8 years)
Concert Capital Management, Inc.
2014 - 2017 (3 years)
Eastsound Capital Advisors, LLC
2011 - Present (15 years)
Jeff & Jennifer Pietsch D.B.A. Orcas Moon Alpacas
2009 - Present (17 years)
Maple Park Management, LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 65
Friday Harbor, WA
Northwest Asset Management
CFP®, Series 66
Ferndale, WA
Kestra Advisory
CFP®, Series 66
Ferndale, WA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 63, Series 65
Friday Harbor, WA
Oppenheimer
Series 66
Ferndale, WA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Series 63, Series 66
Friday Harbor, WA
Edward Jones
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