Joy Stenehjem
Joy Stenehjem is a CFP-designated registered investment advisor at Leonard Rickey Investment Advisors, P.L.L.C., based in Yakima, WA, with 25 years of industry experience. Joy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,079 clients with $820M 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 | 1.00% |
| $250K - $1000K | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $9.0M | 0.30% |
| $9M+ | 0.50% |
Assets of multiple clients within the same family are typically aggregated in calculating the appropriate fee rate. For certain clients, the fee may be based upon a different fee rate. Clients receiving investment management or account monitoring services will generally be charged an annual administration fee of $50 per account with $12.50 charged per quarter. In addition, new clients receiving investment management, account monitoring, or financial planning services will be charged an onboarding fee of $500, which shall be due upon the signing of the advisory agreement. These fees may be waived at the discretion of LRIA.
Fee Estimator
Location
3908 Creekside Loop, Ste 100, Yakima, WA, 98902
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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 →Other Business Activities
Joy is a registered investment advisor with Leonard Rickey Investment Advisors, P.L.L.C, dedicating nearly full-time hours to this role. She also owns LRIA Leasing PLLC and Pathway Tax Group, spending minimal time on each.
Employment History
Current Registrations
Leonard Rickey Investment Advisors, P.L.L.C.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 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.