Kristy Hight is a registered investment advisor at Wealth Management, based in Pierre, SD, with 5 years of industry experience. Kristy 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, Investment Management, Retirement Planning. Their firm serves 3,617 clients with $3.1B 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 $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiated with each client.
Fee Estimator
Location
321 S Highland Ave, Pierre, SD, 57501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristy works as a Senior Accountant at Clausen & Rice LLP, spending about half her time on tax return preparation, bookkeeping, consulting, and tax planning. She also works as a trust officer at Acorn Trust Company, dedicating about half her time to trust administration and office management.
Employment History
Current Registrations
Wealth Management
Previous Registrations
Wealth Management LLC
State Registrations1 state
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