Theodore Hiegel is a CFA-designated registered investment advisor at Heritage Asset Managers, INC., based in Little Rock, AR, with 20 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The management fee will be negotiated between the Client and Heritage, but shall not exceed 2.5%.
Fee Estimator
Location
Little Rock, AR
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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 →Employment History
Current Registrations
Heritage Asset Managers, INC.
State Registrations3 states
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