Jeffrey Pietsch is a CFA-designated registered investment advisor at Heritage Capital Advisors, LLC, based in Eastsound, WA, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heritage Capital Advisors offers investment management services where fees are negotiable, with a maximum annual fee of 1.95%. The final fee schedule is outlined in the investment advisory contract. Fees are paid either monthly or quarterly, in advance or after the fact. Clients can terminate the agreement with ten days' written notice.
Location
Eastsound, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the sole owner of Maple Park Management, LLC, providing non-investment related consulting services, and co-owns Orcas Moon Alpacas Farm. He also serves on a non-profit board and is dually registered with Heritage Capital Advisors, LLC.
Employment History
Current Registrations
Heritage Capital Advisors, LLC
Eastsound Capital Advisors, LLC
Previous Registrations
Concert Wealth Management
Concert Capital Management
Purcell Advisory Services, LLC
State Registrations6 states
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