Heidi Clute
Heidi Clute is a CFP-designated registered investment advisor at LPL Financial LLC, based in South Burlington, VT, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1233 Shelburne Rd., Ste 202, South Burlington, VT, 05403-7700
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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 ActivitiesSells Insurance
Heidi owns Adirondack Stained Glass since 1998, is a Notary Public in NYS dedicating minimal time, and is involved in real estate rental through Lake Champlain Ventures, LLC, spending minimal time. She also engages in non-variable insurance activities and operates Clute Wealth Management, LLC as a DBA for her LPL business, dedicating nearly full-time hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Clute Wealth Management
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Mutual of Omaha Fund Management CompanyBroker
State Registrations33 states
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