Heather Albert
Heather Albert is a CFP, ChFC-designated registered investment advisor at Eagle Strategies LLC, based in Boise, ID, with 21 years of industry experience. Heather is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:
- Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
- Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
- New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
Location
1290 West Myrtle Street, Suite 460, Boise, ID, 83702-9000
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
Heather is an insurance broker for non-registered insurance products since 2009. She also participates in competitive bicycling, volunteers with the Chamber of Commerce, and is a board member for the Eagle Public Library Foundation, dedicating minimal time to the library.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLC
Nylife Securities LLCBroker
State Registrations31 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.
Exams
More Advisors
- Alex Hansen, CFPArrien Investments, INC.
- Joshua Hoisington, CFPLPL Financial LLC
- Kathryn Supko, ChFCLPL Financial LLC
- Mark Howard, CFPMercer Global Advisors INC.
- Russell Norwood, CFPVenturi Private Wealth
- Kellen Schmitz, CFAThe Caprock Group, LLC