Heather Kilbourne
Heather Kilbourne is a registered investment advisor at Fifth Third Securities, INC., based in Traverse City, MI, with 29 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
2425 Holiday Hills, Traverse City, MI, 49686
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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
Heather is a co-owner of Blueprint Investments LLC, dealing with real estate and auto matters, dedicating a few hours per week. She also owns rental property on Drummond Island, spending minimal time on it.
Employment History
Current Registrations
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Previous Registrations
Wedbush Securities INC.
Wedbush Securities INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Raymond James & Associates, INC.Broker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
State Registrations8 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.