Ann Hynek is a registered investment advisor at Hestia Wealth & Wellness LLC, based in Denver, CO, with 11 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The firm uses an outsourced chief investment officer (OCIO) that charges an additional 0.35% per year. The combined fee to the OCIO and the firm will not exceed 2% per annum.
Fee Estimator
Location
Denver, CO
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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
Hestia Wealth & Wellness LLC
Previous Registrations
Alps Distributors, INC.Broker
Lord Abbett Distributor LLCBroker
Morgan StanleyBroker
Blackrock Investments, LLCBroker
Transamerica Capital, INC.Broker
State Registrations1 state
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