KD
KD

Kristina Draper

6 Years of Experience
Seattle, WA

Kristina Draper is a registered investment advisor at Northern Lights Advisors, INC., based in Seattle, WA, with 6 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 123 clients with $260M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
123 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$258.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.80%
$3.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10M+0.30%

Firm charges a single minimum annual fee of $10,000 for an advisory relationship, which equates to a 1.00% fee on a $1,000,000 household. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1448 NW Market St, Suite 500, Seattle, WA, 98107

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Northern Lights Advisors, INC.
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Pruco Securities, LLC.Broker
April 2020 - April 2022 · 2 yrs
Prudential Financial Planning Services
April 2020 - April 2022 · 2 yrs
Voya Financial Advisors, INC.
January 2020 - April 2020 · 3 mos
Voya Financial Advisors, INC.Broker
December 2019 - April 2020 · 4 mos
State Registrations3 states
CAVAWA
Advisor

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.

Exams
No exam information available for this advisor.
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