Lee Heyde is a registered investment advisor at Independent Financial Group, LLC, based in Warsaw, IN, with 26 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1822 E. Center St., Warsaw, IN, 46580
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lee is a 100% owner of Heyde Law Offices, PC, providing legal services, and a 100% owner of Heyde & Associates PC, providing tax preparation and bookkeeping services. Lee also has ownership positions in several other entities, including Pearl Financial Inc, Heyde Family LP, Heyde Enterprises LLC, and THG Client Accounting Services, Inc., and acts as manager at The Heyde Group and co-personal representative of an estate, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Heyde & Associates, PC
Heyde & Associates, PC
State Registrations4 states
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.