Heather Brountas
Heather Brountas is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Troutman, NC, with 26 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Troutman, NC
Get directionsHistory
Regulatory History (3)
Financial
April 2021Financial
August 2019Financial
September 2018Other Business Activities
Heather serves in a fiduciary capacity. She is also a member of the Ethics Committee for the Institute for Divorce Financial Advisors, overseeing CDFA professionals, dedicating minimal time to this role.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Alight Financial Solutions, LLCBroker
Alight Financial Advisors, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
New England SecuritiesBroker
Commonwealth Financial NetworkBroker
State Registrations53 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.