Heath D Heavy
HH
CFP

Heath D Heavy

3 Years of Experience

Firm Information

Heath D Heavy
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
757 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.9B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.50%
$2.5M - $5.0M1.00%
$5M+0.75%

Fees are for equity accounts. Balanced account fees are lower. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

Albion's fees are based on a percentage of assets under management. For equity accounts, the annual fee is 1.50% on the first $2,500,000, 1.00% on the next $2,500,001 to $5,000,000, and 0.75% on amounts over $5,000,000. For balanced accounts, the annual fee is 1.25% on the first $2,500,000, 0.95% on the next $2,500,001 to $5,000,000, and 0.65% on amounts over $5,000,000. These fees are negotiable in certain circumstances. They also manage private funds with a 1.0% management fee and 10% of returns exceeding initial capital.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

812 East 2100 South, Salt Lake City, UT, 84106

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Heath D Heavy
HH
Contact
Heath D Heavy
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.

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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 5 mos
Previous Registrations
LPL Financial LLC Broker
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.
Heath D Heavy
HH
Contact
Heath D Heavy
Heath D Heavy - Financial Advisor | AdvisorDiscover