Betty Hedrick is a CFP-designated registered investment advisor at The Capeloto & Hedrick CO, based in Seattle, WA, with 34 years of industry experience. Betty 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 115 clients with $120M 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 $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Advisory fees are negotiable up to the maximum annual rates listed.
Fee Estimator
Location
Seattle, WA
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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 →Other Business Activities
Betty volunteers as a team leader and financial section teacher for WIFE.org's divorce workshop. This volunteer work results in clients for her investment advisory business.
Employment History
Current Registrations
The Capeloto & Hedrick CO
Previous Registrations
The Hedrick CO.
State Registrations1 state
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