Heidi Smart is a registered investment advisor at Johnson Bixby, based in Vancouver, WA, with 14 years of industry experience. Heidi 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, High Net Worth, and 3 more. Their firm serves 755 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
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 Activities
Heidi works full-time for Johnson Bixby & Associates, LLC as a Registered Investment Advisor. She holds an Oregon Insurance License but is not a producing agent.
Employment History
Current Registrations
Johnson Bixby
Private Client Services, LLCBroker
Previous Registrations
Securities America, INC.Broker
Kms Financial Services, INC.Broker
Cambridge Investment Research, INC.Broker
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.