Kristin Hetzer
Advisor at Royal Palms Capital, LLC — Whitefish, MT
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
42 years
Location
Whitefish, MT
Royal Palms Capital, LLC
Independent
Total advisors
1Clients per advisor
87 Very HighAvg AUM per client
$1,427,519 Very HighHNW client ratio
38% HighKristin Hetzer is a CFP® with 42 years of industry experience and is the principal advisor at Royal Palms Capital, LLC, where she has worked since 2005. She is also licensed as an insurance agent. Royal Palms Capital offers customized investment supervisory and consulting services to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs both fundamental and technical analysis across multiple investment strategies tailored to client risk tolerance and objectives.
Based on Royal Palms Capital, LLC
Fixed fees for consulting services up to $10,000, negotiated with client
$0 - $50,000: minimum fee $50 per quarter $0 - $250,000: 1.375% $250,001 - $1,000,000: 1.20% $1,000,001 - $4,000,000: 1.00% $4,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Standard rate of $350 per hour for investment consulting services
Account minimum: $1,000,000 Minimum fee: $50 per quarter minimum, with accounts below $50,000 subject to minimum annualized fee of $1,000 or negotiated rate per quarter Fee-only: Investment consulting services at $350 per hour or fixed fee up to $10,000 negotiated in advance
Whitefish, MT
Whitefish MT
Advisors at this office
1
California
42 years of industry experience
Royal Palms Capital, LLC
2005 - Present • 21 years
Rolling Hills Est., CA
UBS Financial Services
2001 - 2005 • 4 years
Long Beach, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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