Heath Heavy is a CFP-designated registered investment advisor at Albion Financial Group, based in Salt Lake City, UT, with 3 years of industry experience. Heath operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 757 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are for equity accounts. Balanced account fees are: $0 – $2,500,000: 1.25%, $2,500,001 – $5,000,000: 0.95%, Over $5,000,000: 0.65%. Fees are negotiable.
Fee Estimator
Contact
Heath Heavy
Location
812 East 2100 South, Salt Lake City, UT, 84106
Get directionsHistory
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
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
Previous Registrations
LPL Financial LLCBroker
Geneos Wealth Management, INC.Broker
Cg Advisory Services
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.