Christie Rooney
Christie Rooney is a registered investment advisor at Dw Investment Solutions, INC., based in Spokane Valley, WA, with 4 years of industry experience. Christie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 117 clients with $110M 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.55% |
Fees are based on total value under management per family. Fees are prorated for each individual in the family based on the percentage of the individual account to the total family value under management. The minimum fee for investment supervisory services is $600 per year for TIAA CREF Plans. There is no minimum for Investment Portfolios.
Fee Estimator
Location
Spokane Valley, 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 →Employment History
Current Registrations
Dw Investment Solutions, INC.
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.