Heather Hutchinson
Heather Hutchinson is a CFP-designated registered investment advisor at Hutchinson & Ziegler Financial Advisors, INC., based in Novato, CA, with 21 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 57 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
The minimum fee for new clients is $35,000 per year. Fees are negotiable.
Fee Estimator
Location
100 Professional Center Drive, Suite 114, Novato, CA, 94947
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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 →Employment History
Current Registrations
Hutchinson & Ziegler Financial Advisors, INC.
Previous Registrations
Hutchinson & Ziegler Financial Advisors, INC.
Hutchinson Financial Management
Waddell & Reed, INC.
State Registrations1 state
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