Heather Gardner
Heather Gardner is a CFP-designated registered investment advisor at Beam Wealth Advisors, INC., based in Jacksonville, FL, with 14 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,151 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BEAM Wealth Advisors manages investments for an annual fee based on the amount invested. The fees generally range from less than 1% to no more than 3% annually. There is a $50 annual Minimum Platform Service Fee for accounts billed and reported through the Orion platform. This fee may be waived if the aggregate fee for the client family household meets the minimum.
Location
Jacksonville, FL
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Regulatory History (1)
Regulatory
July 2023Other Business ActivitiesSells Insurance
Heather sells fixed/traditional insurance products, dedicating minimal time to this activity. She also manages a rental property through Aubie Annex, LLC, spending a few hours per week, and is a wealth advisor for Beam Wealth Advisors, Inc.
Employment History
Current Registrations
Beam Wealth Advisors, INC.
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Benedetti, Gucer & Associates
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trustwell Financial Advisors, LLC
State Registrations4 states
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.