Lawrence Heller
Lawrence Heller is a CFP-designated registered investment advisor at Heller Wealth Management, based in Melville, NY, with 11 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 243 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
For households less than $1 million, an additional 0.25% is charged on the first $250,000.
Fee Estimator
Location
225 Broadhollow Road, Suite 215, Melville, NY, 11747
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lawrence is the president and owner of L&B Agency, an insurance broker and life insurance agency, since 2003. He dedicates minimal time to this activity, which is investment-related and generates trail commissions.
Employment History
Current Registrations
Heller Wealth Management
Previous Registrations
Nathan & Lewis Securities, INC.
State Registrations2 states
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.