Heather Voight is a registered investment advisor at Sima Wealth Partners, LLC, based in North Chesterfield, VA, with 9 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 126 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.2M | 1.15% |
| $1.3M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are negotiable. Wrap fee program includes investment advisory services, execution of securities brokerage transactions, custody and reporting services.
Fee Estimator
Location
720 Moorefield Park Drive, Suite 140, North Chesterfield, VA, 23235
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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 Activities
Heather is an Investment Adviser Representative for both SIMA Retirement Solutions, LLC and SIMA Wealth Partners, LLC, both RIAs located in Richmond, VA. She dedicates about half of her time to these roles, with all hours devoted during securities trading hours.
Employment History
Current Registrations
Sima Wealth Partners, LLC
Sima Retirement Solutions, LLC
Previous Registrations
Truist Advisory Services, INC.
State Registrations1 state
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