PH
CFA
PH
CFA

Paul Hegdahl

12 Years of Experience
Seattle, WA

Paul Hegdahl is a CFA-designated registered investment advisor at Hegdahl Investment Management, LLC, based in Seattle, WA, with 12 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 39 clients with $45M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$44.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Advisory fees are negotiable at the discretion of Hegdahl Investment Management.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

Seattle, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paul is employed as a Senior Product Manager at Amazon.com, managing the sales strategy for Amazon's Fire TV, dedicating full-time hours to this role.

Employment History
Current Registrations
Hegdahl Investment Management, LLC
January 2014 - Present · 12 yrs 4 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.
Paul Hegdahl - Financial Advisor | TrueAdvisor