Healthequity Advisors
HealthEquity Advisors, LLC is an SEC-registered investment adviser established in April 2013, wholly owned by HealthEquity, Inc. The firm specializes in providing investment advice to HSA beneficiaries through model asset allocation portfolios and portfolio management on both discretionary and non-discretionary bases. Clients can choose between the AutoPilot and GPS programs for investment recommendations, delivered online through an interactive portal. HEA manages approximately $743.6 million in discretionary assets and $450.8 million in non-discretionary assets as of January 31, 2024. The firm charges an annual fee of 0.60% for both programs, with a maximum of $15 per month per client. Clients can terminate agreements in writing, and the firm does not charge performance-based fees. HEA acts as a fiduciary, employing asset allocation and mutual fund analysis in its investment strategies. The firm discloses potential conflicts of interest related to its affiliations and brokerage practices, ensuring transparency and client protection. HEA does not have any disciplinary events to disclose and emphasizes client privacy and security in its operations.
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