Haley Johnson is a registered investment advisor at Petersen Hastings Wealth Advisors, INC., based in Kennewick, WA, with 6 years of industry experience. Haley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 1,123 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Petersen Hastings charges a percentage of your portfolio's value for investment management. The rate varies depending on the account type and the amount you invest.
Managed Accounts with Financial Planning:
- Fees range from 1.20% annually on the first $500,000, down to 0.20% annually on amounts over $50,000,000.
- There is a $2,000 minimum annual fee.
Managed Accounts without Financial Planning:
- 0.50% annually
- There is a $12 minimum annual fee.
Retirement Plan and Charitable Foundation Accounts:
- Fees range from 0.80% annually on the first $5,000,000, down to 0.15% annually on amounts over $100,000,000.
- There is a $1,000 minimum annual fee.
Location
8203 W Quinault, Suite 101, Kennewick, WA, 99336
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Petersen Hastings Wealth Advisors, INC.
State Registrations1 state
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