Heather Doerr
Heather Doerr is a registered investment advisor at Hale & Doerr Wealth Management LLC, based in Gulf Breeze, FL, with 7 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 126 clients with $31M 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 $1.0M | 1.55% |
| $1.0M - $2.0M | 1.35% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
913 Gulf Breeze Pkwy, 4, Gulf Breeze, FL, 32561
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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
Hale & Doerr Wealth Management LLC
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations3 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.