Tammy Higgins is a registered investment advisor at Whitcomb & Hess, INC., based in Ashland, OH, with 9 years of industry experience. Tammy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,368 clients with $490M 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 $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Fee Estimator
Location
1020 Cleveland Avenue, Ashland, OH, 44805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tammy is a partner and business manager in her husband's IT consulting business, Higgins Computer Services LLC, since 2009. She spends minimal time per month on bookkeeping and payroll duties.
Employment History
Current Registrations
Whitcomb & Hess, INC.
State Registrations1 state
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