Heidi Bixby is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Vancouver, WA, with 32 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
275 West Third Street, Suite 600, Vancouver, WA, 98660
Get directionsHistory
Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Heidi is involved in several outside business activities, including working as an RIA at Johnson Bixby & Associates, LLC, which takes nearly full-time. She also holds an insurance license and sells life, long-term care insurance, and annuities, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Johnson Bixby
Previous Registrations
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.