Becky Vogt-Lundeen is a CFP-designated registered investment advisor at Trihelix Wealth Collective, based in Portland, OR, with 7 years of industry experience. Becky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Annual fees generally range from 0.50% to 1.40%. Fees are negotiable, and from time to time, and in its sole discretion, TriHelix may agree to amend its fee structures and rates or may reduce or waive any of its fees.
Fee Estimator
Location
Portland, OR
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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
Trihelix Wealth Collective
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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