Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
757 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.9B
Fee Structure
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Contact
Heath D Heavy
Location
812 East 2100 South, Salt Lake City, UT, 84106
Get directionsHistory
Regulatory History
Clean regulatory record
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
Heath operates Evangelista & Associates as a DBA for his LPL business and provides administrative support to Capital Asset Advisory Services, LLC, CG Advisory Services, and Evangelista & Associates. Each of these activities takes a full-time commitment.
Employment History
Current Registrations
Albion Financial Group
August 2024 - Present · 1 yr 6 mos
Previous Registrations
LPL Financial LLCBroker
April 2023 - July 2024 · 1 yr 3 mos
Geneos Wealth Management, INC.Broker
February 2023 - April 2023 · 2 mos
Cg Advisory Services
June 2022 - July 2024 · 2 yrs 1 mo
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Contact
Heath D Heavy