Kristilyn Wilkinson is a CFP-designated registered investment advisor at Harold Dance Investments, based in Logan, UT, with 4 years of industry experience. Kristilyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 298 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harold Dance Investments charges an annual fee for managing your investments, calculated as a percentage of the value of your portfolio. This fee ranges from 0.25% to 1.00% per year, billed quarterly. The specific fee may be negotiable depending on the investments, the level of involvement required from HDI, and your individual circumstances. HDI does not charge advisory fees on assets that provide direct compensation to the firm through sales commissions or service charges.
Location
72 E Center Street, Logan, UT, 84321
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kristilyn is a Senior Lecturer at Texas Tech University since January 2024, teaching financial management topics. This takes nearly full-time hours during the spring and fall semesters, all during securities trading hours.
Employment History
Current Registrations
Harold Dance Investments
Harold Dance InvestmentsBroker
State Registrations2 states
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