HR
HR

Heath Rainwater

23 Years of Experience
Enumclaw, WA
3 DisclosuresMay Earn Commission

Heath Rainwater is a registered investment advisor at Firewall Capital Management, based in Enumclaw, WA, with 23 years of industry experience. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 184 clients with $56M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
184 clients
Average Client Portfolio
$305K average
Assets Under Management
$56.1M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K2.00%
$50K - $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.15%
$1M+1.00%

Firefighters receive discounted rates: $0 to $50,000: 1.50%, $50,001 to $250,000: 1.25%, $250,001 to $500,000: 1.15%, $500,001 to $1,000,000: 1.00%, Over $1,000,000: 0.80%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1634 Porter Street, Suite C, Enumclaw, WA, 98022

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
April 2014
Judgment / Lien
April 2010
Customer Dispute
January 2002
Closed-No Action
Other Business Activities

Heath is employed as a firefighter with the Seattle Fire Department, working full-time. He also serves as the head pastor at Grace Point Northwest Community Church, dedicating full-time hours to this role, and volunteers as an agent for The Full Gospel Church of Jesus Christ.

Employment History
Current Registrations
Firewall Capital Management
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
June 2005 - October 2006 · 1 yr 4 mos
Charles Schwab & CO., INC.
March 2004 - January 2005 · 10 mos
Charles Schwab & CO., INC.
February 2003 - September 2003 · 7 mos
UBS Painewebber INC.
September 2000 - July 2002 · 1 yr 10 mos
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.