Haddon Libby is a registered investment advisor at Winslow Drake, INC., based in Cathedral City, CA, with 18 years of industry experience. Haddon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 92 clients with $63M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable from client to client and are tailored to the specific type of services that Winslow Drake provides to that client.
Fee Estimator
Location
Cathedral City, CA
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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
Haddon was the president of the Cathedral City Chamber of Commerce in 2020, dedicating minimal time to promoting business in the city. He also works as a contributing writer for CV Weekly, a local newspaper, spending minimal time on this activity.
Employment History
Current Registrations
Winslow Drake, INC.
Previous Registrations
Winslow Drake
Calton & Associates, INC.
Calton & Associates, INC.Broker
Brokersxpress LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Securities LLCBroker
Bancamerica Securities, INC.Broker
State Registrations1 state
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.