Holli Howatson is a registered investment advisor at Woodland Wealth Advisors, based in Roy, WA, with 18 years of industry experience. Holli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $7.5M 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 | 2.00% |
2% fee applies to assets under management utilizing the options investing strategy. 1% fee applies to all other assets under management, except for assets invested in money market mutual funds which will not incur an investment management fee. Fees are negotiable.
Fee Estimator
Location
Roy, 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 →Employment History
Current Registrations
Woodland Wealth Advisors
Previous Registrations
Horizon Asset Management
State Registrations2 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.