Kristi Huizenga is a registered investment advisor at West Invest, based in Bellingham, WA, with 3 years of industry experience. Kristi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 731 clients with $190M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
1801 F Street, Bellingham, WA, 98225
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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 Activities
Kristi works as a notary, spending minimal time on this activity. She also dedicates full-time hours to West Invest, a DBA for her LPL business, and provides full-time administrative support to Northwest Wealth Advisors, an independent investment advisor firm.
Employment History
Current Registrations
West Invest
LPL Financial LLCBroker
Previous Registrations
Moloney Securities CO., INC.Broker
Securities America, INC.Broker
LPL Financial LLCBroker
State Registrations1 state
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