Advisor at Asset Strategy Retirement Plan Consultants, LLC
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Firm
Asset Strategy Retirement Plan Consultants, LLC
Location
Camp Hill, PA 17011
Credentials
CFP®, Series 66
Industry experience
23 years
Stacy Heistand is a CFP® professional with 23 years of industry experience, currently serving as a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC. She has worked at Asset Strategy Retirement Plan Consultants since 2009 and has been with Asset Strategy Consultants, LLC since 2016. Asset Strategy Retirement Plan Consultants is a registered investment adviser focusing on ERISA retirement plan consulting for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term, buy-and-hold investment strategies with a primarily non-discretionary approach and extensive plan-level services.
Based on Asset Strategy Retirement Plan Consultants, LLC
Based on Asset Strategy Retirement Plan Consultants, LLC
$1 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $15,000,000: 0.45% $15,000,001 - $20,000,000: 0.35% Above $20 million+: 0.30%
Fee-only: Annual fees based on tiered asset levels as specified; fees are negotiable
3425 Simpson Ferry Rd, Suite 204
Camp Hill, PA 17011
Pennsylvania
Asset Strategy Consultants, LLC
2016 - Present (10 years)
Asset Strategy Retirement Plan Consultants, LLC
2009 - Present (17 years)
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Real estate agent
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Other specialized services
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