Jaime Hefner is a registered investment advisor at Axxcess Wealth Management, LLC, based in Carlsbad, CA, with 21 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
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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
Jaime uses LA Wealth Advisors, LLC as a DBA for investment advisory business conducted with Axxcess Wealth Management, LLC. This activity is not investment-related.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Pension Architects Advisory Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Bridge Advisory LLC
Nrp Financial, INC.Broker
Aig Financial Advisors, INC.Broker
Penniall & Associates, INC.
Sunamerica Securities, 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.