Jacqueline Hatherley
Jacqueline Hatherley is a registered investment advisor at The Retirement Solutions Group, based in Las Vegas, NV, with 3 years of industry experience. Jacqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 75 clients with $35M 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 $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
Las Vegas, NV
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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
Jacqueline is an owner/consultant at RIA OPS LLC, a staffing and operations consulting firm, since October 2023. She spends about 10-20% of her time on this activity, including minimal time during trading hours.
Employment History
Current Registrations
The Retirement Solutions Group
Previous Registrations
The Retirement Solutions Group
Capstone Capital Wealth Advisors
State Registrations1 state
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