Holly Breeden
Holly Breeden is a registered investment advisor at Fort Vancouver Investment Management, LLC, based in Vancouver, WA, with 11 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 194 clients with $240M 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 $500K | 1.10% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fee Estimator
Location
1601 Officers Row, Vancouver, WA, 98661
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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
Fort Vancouver Investment Management, LLC
State Registrations3 states
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