Heather Dorrestijn
Heather Dorrestijn is a registered investment advisor at First Fidelity Wealth Management LLC, based in New Braunfels, TX, with 4 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 153 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is up to 1.50% of total assets under management. Fees are negotiable at the firm's discretion based on the client's overall relationship, total assets, account complexity, and strategy.
Fee Estimator
Location
913 N Academy Ave, New Braunfels, TX, 78130
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2024Customer Dispute
February 2022Employment History
Current Registrations
First Fidelity Wealth Management LLC
Previous Registrations
Alphastar Capital Management
State Registrations1 state
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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