Heidi Davis is a CFP, PFS-designated registered investment advisor at Linscomb Wealth, INC., based in Houston, TX, with 37 years of industry experience. Heidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,665 clients with $5.2B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Standalone, discretionary portfolios holding laddered U.S. Treasury securities are typically charged at a flat annual fee of 0.25%.
Fee Estimator
Location
1333 West Loop South, Suite 1500, Houston, TX, 77027
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Regulatory History (1)
Regulatory
March 1994Employment History
Current Registrations
Linscomb Wealth, INC.
Previous Registrations
Linscomb & Williams
Royal Alliance Associates, INC.Broker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
American Express Financial Advisors INC.Broker
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.