Heather Boone
Heather Boone is a registered investment advisor at Ehrlich Financial Group, based in Laguna Niguel, CA, with 18 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 207 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ehrlich Financial Group's investment management fees range from 0.40% to 2.00% annually, based on the scope and complexity of services, the amount of assets managed, and the overall client relationship. Fees are paid monthly, at the beginning of each calendar month, based on the time-weighted daily average of the previous month. Fees may be negotiable.
Location
28202 Cabot Road, Suite 425, Laguna Niguel, CA, 92677
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 ActivitiesSells Insurance
Heather is an insurance agent involved in sales and servicing. This activity requires minimal time.
Employment History
Current Registrations
Ehrlich Financial Group
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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.