Kristin Niedermeyer is a ChFC-designated registered investment advisor at Bull Harbor Capital LLC., based in Vancouver, WA, with 15 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 912 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 $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
Vancouver, WA
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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 ActivitiesSells Insurance
Kristin is involved in insurance and financial services, offering life, disability, health, long-term care, and annuity products since 2008. This activity takes a few hours per week and is investment-related.
Employment History
Current Registrations
Bull Harbor Capital LLC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations9 states
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