Giana Hebert
Giana Hebert is a registered investment advisor at Flagship Private Wealth, based in Woburn, MA, with 14 years of industry experience. Giana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 601 clients with $450M 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 | 1.35% |
Portfolio management fees may vary depending on complexity.
Fee Estimator
Location
400 Trade Center - Suite 4990, Woburn, MA, 01801
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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
Giana provides investment advisory services through Flagship Private Wealth, LLC, dedicating about half her time to this. She also engages in non-variable insurance activities through Flagship Private Wealth, LLC, spending minimal time on it.
Employment History
Current Registrations
Flagship Private Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
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.