Theresa Kenyon is a registered investment advisor at Hohimer Wealth Management, LLC, based in Seattle, WA, with 4 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 440 clients with $990M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
This fee schedule may be based on cumulative household assets under management. However, certain federal retirement plan rules prevent combining corporate plans with personal assets for fee reduction.
Fee Estimator
Location
One Union Square, 600 University Street, Suite 2401, Seattle, WA, 98101
Get directionsHistory
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
Theresa is a full-time Managing Director at Lendinco, LLC, a mortgage banking company, since August 2020. This position is not investment-related.
Employment History
Current Registrations
Hohimer Wealth Management, LLC
State Registrations1 state
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