Lynda Heist
Lynda Heist is a PFS-designated registered investment advisor at L. Jane Heist Wealth Management, INC., based in Scottsdale, AZ, with 22 years of industry experience. Lynda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 24 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The advisory fee charged on account assets invested in mutual funds and bonds advised by the firm may be reduced to 0.65%. Fees may be negotiated based on related accounts, expected growth, or account composition.
Fee Estimator
Location
Scottsdale, AZ
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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 Activities
Lynda is the president of L. Jane Heist, CPA, P.C., a public accounting firm, dedicating about half her time to tax compliance and consulting. She is also the managing member of Janda World, LLC, which manages residential rental properties, requiring minimal time.
Employment History
Current Registrations
L. Jane Heist Wealth Management, INC.
Previous Registrations
Pacwest Financial Management INC
Foothills Asset Management LTD
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.
Exams
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