Linda Towe
Linda Towe is a registered investment advisor at Heritage Planning & Investing Services, LLC, based in Louisville, CO, with 25 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 25 clients with $4.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heritage Planning & Investing Services offers investment management services. The fee is either an hourly rate ($45 to $100 per hour) or 0.25% of your portfolio per quarter (1% annually), whichever is greater, but not to exceed 0.5% of your portfolio per quarter (2% annually).
Location
Louisville, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Heritage Planning & Investing Services, LLC
State Registrations1 state
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