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HD
CFP · PFS
HD
CFP · PFS

Heidi Leuppi Davis

Linscomb Wealth, INC.
36 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Linscomb Wealth, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,681 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.40%

Client relationships prior to 2012 or accounts obtained through acquisition may be subject to a different fee schedule. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

1333 West Loop South, Suite 1500, Houston, TX, 77027

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 1994
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Linscomb Wealth, INC.
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Linscomb & Williams
April 1995 - December 2020 · 25 yrs 8 mos
Royal Alliance Associates, INC.Broker
July 1992 - February 1995 · 2 yrs 7 mos
Sunamerica Securities, INC.Broker
June 1991 - July 1992 · 1 yr 1 mo
Anchor National Financial Services, INC.Broker
August 1990 - March 1991 · 7 mos
Raymond James & Associates, INC.Broker
April 1989 - July 1990 · 1 yr 3 mos
American Express Financial Advisors INC.Broker
September 1987 - September 1988 · 1 yr
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.