Lisa Beaty is a registered investment advisor at Hoainvest LLC, based in Palm Desert, CA, with 20 years of industry experience. Lisa is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees will not exceed 2.00% annually and are based on the size of the client relationship, scope, and complexity. Clients also pay a $50 annual account fee for administrative expenses, which may be waived.
Fee Estimator
Location
73575 El Paseo, Suite 2300, Palm Desert, CA, 92260
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
Lisa is a senior financial planner at Keystone Wealth Services and a financial planner at Capital CS Group. She is also involved with C2 Independence, LLC, Core Income, The Blue Print Insurance, and Caress Insurance Agency, Inc, spending about half her time on C2 Independence, LLC and minimal time on the others. Lisa's activities include financial planning, consulting, and selling fixed and traditional insurance products, as well as Medicare supplemental insurance.
Employment History
Current Registrations
Hoainvest LLC
Purshe Kaplan Sterling InvestmentsBroker
Keystone Private Wealth
Previous Registrations
Cypress Wealth Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations5 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
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