Vicki Biegler
Vicki Biegler is a registered investment advisor at Sustainable Wealth Strategies, LLC, based in Colorado Springs, CO, with 3 years of industry experience. Vicki 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 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable. SWS also recommends third-party advisors (GeoWealth and SmartHarvest) with different fee structures.
Fee Estimator
Location
5225 N. Academy Blvd., Ste 300, Colorado Springs, CO, 80918
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 ActivitiesSells Insurance
Vicki is licensed to sell annuities, life, disability, health insurance, and long-term care. This activity accounts for about 10-20% of her time.
Employment History
Current Registrations
Sustainable Wealth Strategies, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.