Nancy Hetrick
Nancy Hetrick is a registered investment advisor at Strategic Portfolio Solutions, LLC, based in Prescott, AZ, with 19 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 188 clients with $140M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
Prescott, AZ
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
April 2011Customer Dispute
April 2008Other Business Activities
Nancy is the owner, CEO, and consultant for Smarter Divorce Solutions LLC, assisting clients and their lawyers with financial decisions related to divorce since 2012. This takes about half of her time.
Employment History
Current Registrations
Strategic Portfolio Solutions, LLC
Previous Registrations
Financial Life Planners
Smarter Financial Solutions
Better Money Decisions
Clarity Financial, LLC
Portfolio Asset Management
Charles Schwab & CO., INC.
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.