Heather Ponsano
Heather Ponsano is a registered investment advisor at Kingsview Wealth Management, LLC, based in Eurka, CA, with 12 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 12,309 clients with $9B 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 - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable and capped at 2.50% annually. In-house asset management model fees or third-party manager fees may apply in addition to this schedule.
Fee Estimator
Location
205 I Street, Suite A, Eurka, CA, 95501
Get directionsHistory
Regulatory History (4)
Financial
December 2021Financial
October 2021Financial
June 2019Financial
September 2018Other Business Activities
Heather is a sales consultant for Arbonne, a home-based MLM, dedicating minimal time to this non-investment related activity. She also operates Coast Central Financial & Retirement Planning as a DBA for her LPL business.
Employment History
Current Registrations
Kingsview Wealth Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Ebert Capital Management INC.
State Farm Vp Management CORP.Broker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
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.