Heather Davis
Heather Davis is a registered investment advisor at Orca Investment Management, LLC, based in Portland, OR, with 26 years of industry experience. Heather is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 364 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable based on account size, servicing requirements, and other factors, ranging up to 1.25% down to zero. Some legacy clients use a tiered schedule or pay a quarterly fixed fee.
Fee Estimator
Location
10220 SW Greenburg RD, STE 380, Portland, OR, 97223
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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
Orca Investment Management, LLC
Paulson Investment Company LLCBroker
Previous Registrations
Umpqua Investments, INC.Broker
J.W. Millegan, INC.Broker
D.A. Davidson & CO.Broker
Planmember Securities CorporationBroker
Paulson Investment Company, INC.Broker
State Registrations51 states
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.
Exams
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