Heather Coulter
Heather Coulter is a CFP-designated registered investment advisor at William Howard & CO. Financial Advisors, INC., based in Memphis, TN, with 16 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 176 clients with $340M 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 | 1.95% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $8.0M | 0.50% |
| $8.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fees are negotiable. Corporate retirement plans with limited investment choices have separate lower rates ranging from 0.975% down to 0.50%.
Fee Estimator
Location
6410 Poplar Ave, Suite 330, Memphis, TN, 38119-4839
Get directionsHistory
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
Heather is a Jazzercise instructor and franchise owner, an activity unrelated to investments. She spends minimal time on this activity.
Employment History
Current Registrations
William Howard & CO. Financial Advisors, INC.
Previous Registrations
Coyle Financial Counsel, LLC
Wheaton Wealth Partners, LLC
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.
Exams
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