Kristin Hetzer
Kristin Hetzer is a CFP-designated registered investment advisor at Royal Palms Capital, LLC, based in Whitefish, MT, with 41 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 75 clients with $100M 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 | 1.38% |
| $250K - $1.0M | 1.20% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
For fixed income only portfolios, mutual funds only, and third-party separate manager accounts, the fee is negotiated on a case-by-case basis.
Fee Estimator
Location
Whitefish, MT
Get directionsHistory
Regulatory History (2)
Regulatory
December 2004Customer Dispute
February 1993Other Business ActivitiesSells Insurance
Kristin is an insurance agent. The filing does not specify the type of insurance or time commitment.
Employment History
Current Registrations
Royal Palms Capital, LLC
Previous Registrations
Royal Palms Capital, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.