Heather Aked
Heather Aked is a registered investment advisor at Raymond James (USA) LTD, based in North Vancouver, with 5 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,864 clients with $2B 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 | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
129 West 1st Street, North Vancouver, V7M 1B1
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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
Heather is an Associate Financial Advisor at Raymond James LTD, dedicating full-time hours to sales. She also works with Raymond James Financial Planning LTD, focusing on life insurance sales for minimal time, and is involved in several non-investment related activities including charity work, property management, and rental property maintenance.
Employment History
Current Registrations
Raymond James (USA) LTD
State Registrations1 state
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