Anna Healy
Anna Healy is a CFP-designated registered investment advisor at Impact Capital Partners LLC, based in Greenwood Village, CO, with 13 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 230 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00% based on asset level, complexity, and overall relationship. Fees are negotiable.
Fee Estimator
Location
8101 E Prentice Ave, Suite 1080, Greenwood Village, CO, 80111
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
Anna is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. This activity takes about 10-20% of Anna's time.
Employment History
Current Registrations
Impact Capital Partners LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
AXA Advisors, LLC
AXA Advisors, 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.
Exams
More Advisors
- Brett Stone, CFPImpact Capital Partners LLC
- Joshua Deloach, CFPNilsine Partners, LLC
- James Liddy, CFAAlvista Wealth Consulting, LLC
- Ryan Finch, CFPEmerson Equity LLC
- Matthew Lavoie, CFALarson Financial Group, LLC
- Derrick Watson, CFPStonebridge Capital Advisors LLC