Heidi Barber is a registered investment advisor at De Mayo Financial, based in Atascadero, CA, with 26 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
De Mayo Financial's portfolio management clients pay an annual or semi-annual fee based on portfolio size, complexity, and time spent with the client. The fee is calculated based on portfolio size and hours spent with the client in person, over the telephone, and/or in emails. The client will never be billed more than six months in advance. The investment management companies pay De Mayo Financial a portion of the fees they deduct from client accounts.
Location
Atascadero, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heidi owns Demayo Estate Vineyards and sells grapes to winemakers, dedicating minimal time to this. She also owns De Mayo Fin'l, providing financial services, monitoring investments, and offering occasional consultations to clients, which also takes minimal time.
Employment History
Current Registrations
De Mayo Financial
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
Royal Alliance Associates, INC.
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.