Michael Hettinga is a registered investment advisor at Zia Investment Advisors, based in Albuquerque, NM, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 24 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Zia Investment Advisors charges an annual fee based on a percentage of the value of your portfolio. The exact percentage is determined based on the nature and total dollar value of your accounts. You will be invoiced quarterly, based on the value of your accounts at the end of each quarter.
The annual fees are:
- Over $1 million: 0.50% - 0.85%
- $500,000 - $1,000,000: 0.85% - 1.25%
- $100,000 - $500,000: 1.25% - 2.00%
These fees do not include trading fees charged by the custodian, short-term redemption fees, or internal mutual fund expenses.
Location
Albuquerque, NM
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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 →Employment History
Current Registrations
Zia Investment Advisors
Previous Registrations
The Mutual Fund Store
TD Waterhouse Investor Services, INC.
State Registrations3 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.