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- Custodian
- Charles Schwab & Company · Equity Trust · Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2012
- Office Locations
- 1
Office Locations
About Healthequity Advisors
HealthEquity Advisors, LLC provides fiduciary mutual fund selection exclusively for HealthEquity, Inc., building active and passive lineups across 11 asset categories for HSA investment options. The firm delivers quarterly mutual fund research and reporting for HSA administrators and account-holders, including platform change/watch lists, proprietary fund grades, and performance/expense analytics. It also offers a fee-based, web automated advisory tool that uses a risk profile to guide asset allocation and diversification.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAYSON PARKER ALEXANDER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Cordell McLachlan Eggett
DIRECTOR OF FINANCE, Member Of The Board Of Managers
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,207,469,751 | $13,038 |
| Non-Discretionary | $787,465,215 | $9,171 |
| Total | $1,994,934,966 | $11,178 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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