Ava Heyne is a registered investment advisor at Flagstone Financial Management, LLC, based in Lincoln, NE. Ava operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 353 clients with $470M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.40% |
Clients with $1M+ in household assets receive financial planning at no additional cost. Alternative fixed percentage billing ranges from 0.00% to 1.5% for certain accounts or negotiated agreements.
Fee Estimator
Location
5801 Hidcote Dr. Ste 100, Lincoln, NE, 68516
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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
Flagstone Financial Management, LLC
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
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