Heather Herring is a registered investment advisor at Gradient Advisors, LLC, based in Kansas City, MO, with 8 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
6300 N Revere Dr #225, Kansas City, MO, 64151
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather works as an Investment Advisor Representative at Financial Longevity Advisory LLC, providing financial and retirement planning services since 2021.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
One Oak Private Wealth and Asset Management
Ae Wealth Management, LLC
State Registrations2 states
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.