Heather Pelant is a CFP-designated registered investment advisor at Cresset Asset Management, LLC, based in San Francisco, CA, with 16 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 4,631 clients with $72B 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Also offers a "Waterfall Fee" schedule: $5M-$10M: 0.90%, $10M-$25M: 0.80%, $25M-$50M: 0.70%, $50M+: 0.60%. Minimum fee is the lesser of $25,000 or 2.00% of managed assets. Fees may be negotiable.
Fee Estimator
Location
101 California St., Suite 4200, San Francisco, CA, 94110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cresset Asset Management, LLC
Previous Registrations
Blackrock Investments, LLCBroker
Blackrock Fund Distribution CompanyBroker
Blackrock Fund Advisors
Barclays Global Investors ServicesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations3 states
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