Liza Heisey is a registered investment advisor at Master's Wealth Management INC., based in Lancaster, PA, with 1 years of industry experience. Liza operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 434 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Master's Wealth Management charges a percentage of your portfolio each year, ranging from 0.25% to 1.50%. The fee is based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the advisor. Fees are paid quarterly in advance based on the average daily balance in the accounts during the prior quarter. Fees may be negotiable.
Location
480 New Holland Avenue, Suite 7201, Lancaster, PA, 17602
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Master's Wealth Management INC.
Previous Registrations
Lincoln Financial Distributors, INC.Broker
State Registrations1 state
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