Deirdre Hafen is a registered investment advisor at Advisory Alpha, LLC, based in Walla Walla, WA, with 14 years of industry experience. Deirdre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.
Location
1626 A Plaza Way, Walla Walla, WA, 99362
Get directionsHistory
Regulatory History (1)
Regulatory
December 2010Other Business ActivitiesSells Insurance
Deirdre owns Hafen Financial, providing financial services and consulting. She also sells fixed insurance products through Hafen Financial, dedicating full-time hours to both activities.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Tucker Asset Management LLC
Brookstone Capital Management LLC
State Registrations1 state
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.