Heather Fulton is a CFP-designated registered investment advisor at Planning Alternatives LTD, based in Jackson, WY, with 7 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 683 clients with $1.3B 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 $2.0M | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees may be negotiable in certain circumstances. Family member house-holding of tiered billing rates is available.
Fee Estimator
Location
50 W Broadway Suite 103, Jackson, WY, 83001
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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
Planning Alternatives LTD
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Fisher Investments
State Registrations1 state
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