Anna Healy
Anna Healy is a CFP-designated registered investment advisor at Impact Capital Partners LLC, based in Greenwood Village, CO, with 12 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 230 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Impact Capital offers wealth management and investment management services. The annual fee for these services will not exceed 2.00%. Fees are calculated quarterly in advance based on the value of the account(s) on the time-weighted daily average of the previous quarter. Fees are negotiable and will be deducted from client account(s). Fees charged to clients for third-party manager services shall be in addition to Impact Capital's advisory fees.
Location
8101 E Prentice Ave, Suite 1080, Greenwood Village, CO, 80111
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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 ActivitiesSells Insurance
Anna is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. This activity takes about 10-20% of Anna's time.
Employment History
Current Registrations
Impact Capital Partners LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.