Vicki Joern
Vicki Joern is a registered investment advisor at Bee Financial Partners Wealth, LLC, based in Houston, TX, with 23 years of industry experience. Vicki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 28 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BEE Financial Partners Wealth charges an annual advisory fee ranging from 1.00% to 1.65% of the value of your investments. The specific fee is negotiable and determined on a client-by-client basis. Fees are billed monthly at the end of the billing period, based on the average daily balance of the account.
Location
9950 Cypresswood Drive, #200, Houston, TX, 77070
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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
Vicki is the owner of BEE Financial Partners LLC, where she sells fixed insurance, life, long-term care, and disability insurance, dedicating about 10-20% of her time. She is also a member and educator for the Association of Financial Consultants and The Society for Financial Awareness.
Employment History
Current Registrations
Bee Financial Partners Wealth, LLC
Previous Registrations
Impact Partnership Wealth, LLC
Gradient Advisors, LLC
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
Ims Financial Advisors, INC.
Ims Securities, INC.Broker
Madison Avenue Securities, INC.Broker
Madison Avenue Securities, INC.
Sws Financial ServicesBroker
Sws Financial Services
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.