Desiree Segler
Desiree Segler is a registered investment advisor at Heirloom Wealth Management LLC, based in Englewood, CO, with 19 years of industry experience. Desiree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 725 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heirloom Wealth Management charges a fee based on a percentage of the assets they manage. The maximum fee is 1.75%. For some clients, HWM offers a flat fee ranging from $1,000 to $20,000 depending on the level of engagement. Fees are calculated on the average monthly balance of the account and billed monthly in arrears. The firm may negotiate a lower advisory fee or waive the minimum fee. Employees and their family related accounts are charged a reduced fee.
Location
385 Inverness Pkwy, Suite 390, Englewood, CO, 80112
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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
Desiree is the owner of Segler Wealth Management, a business entity for tax purposes, dedicating minimal time. She is also an associate at Heirloom Wealth Management, working full-time providing advisory services, and an insurance agent selling life, accident, and health insurance products about 10-20% of her time.
Employment History
Current Registrations
Heirloom Wealth Management LLC
Previous Registrations
M. S. Howells & CO.Broker
LPL Financial LLC
LPL Financial LLCBroker
Janus Distributors LLCBroker
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.