Lynn Calvert is a CFP-designated registered investment advisor at Bz Wealth Advisors, LLC, based in Eagle, ID, with 13 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable. For some clients invested in private alternative investments, a separate fee of 0.50% of assets under management is charged by Morton Capital Management, LLC.
Fee Estimator
Location
408 South Eagle Road, Suite 205, Eagle, ID, 83616
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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 →Employment History
Current Registrations
Bz Wealth Advisors, LLC
Previous Registrations
Wealth Ops, LLC
Morton Wealth
Strategic Advisers, INC.
American Financial Network Advisory Services, LLC
Securities America Advisors, INC.
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.