Gregory Heller
Gregory Heller is a CFP-designated registered investment advisor at Hcr Wealth Advisors, based in Los Angeles, CA, with 34 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 943 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HCR Wealth Advisors' fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.25% to 2.00% per year. The fee is calculated each quarter, based on the value of your investments at that time. There is a $500,000 minimum investment required for this service, but this may be negotiable. Discounts may be offered to family and friends of HCR employees.
Location
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2010Customer Dispute
October 2009Other Business Activities
Gregory is the president of HCR Wealth Advisors, Inc., providing investment advisory and financial planning services, dedicating nearly full-time hours to business management and development. Gregory is also a managing member of CR Project, LLC, a real estate development business in Costa Rica, dedicating about a quarter of his time.
Employment History
Current Registrations
Hcr Wealth Advisors
Investment Security CorporationBroker
Previous Registrations
Hcr Wealth Advisors
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Linsco/private Ledger CORP.Broker
Chubb Securities CorporationBroker
John Hancock Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.