Heidi Wilson is a registered investment advisor at Steelpeak Wealth, LLC, based in Sandia Park, NM, with 15 years of industry experience. Heidi 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, and 1 more. Their firm serves 2,358 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SteelPeak Wealth charges an annual fee based on the value of your portfolio. The fee ranges from 0.75% to 1.75% per year, depending on the size and composition of your portfolio and the services you receive. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter. The firm may negotiate a different fee rate for certain client holdings, such as assets held away, accommodation accounts, or alternative investments.
Location
Sandia Park, NM
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Steelpeak Wealth, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Bancwest Investment Services, INC. (bwis)
Bancwest Investment Services, INC.Broker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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