Heisten Financial, LLC

Heisten Financial LLC is a Registered Investment Adviser based in Anchorage, Alaska, established in August 2021. The firm offers tailored investment advisory services, including asset allocation strategies and financial planning consulting. Managed Accounts are available to individuals and high net worth individuals, with a minimum account size of $300,000. Heisten provides discretionary and non-discretionary investment advisory services through various managed account programs. The firm uses a third-party platform for managing held away assets and may recommend digital asset management services. Fees for asset management range from .80% to 1.40% annually based on assets under management. Financial planning services are charged through fixed fees or hourly arrangements. Heisten does not charge performance-based fees or participate in side-by-side management. The firm's investment strategies consider clients' risk tolerance, time horizon, and investment objectives, incorporating methodologies such as asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. Clients are advised on the risks associated with investing, including market risk, management risk, equity risk, and fixed income risk. Heisten does not have any reportable disciplinary events in the past ten years and does not compensate for client referrals. The firm does not have physical custody of client funds and securities but may have limited custody for fee deduction purposes. Clients may grant discretionary authority for investment decisions, and Heisten does not vote proxies on behalf of advisory accounts.