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CFP

Robert Heksch

Stratos Wealth Partners, LTD
37 Years of Experience
Chagrin Falls, OH
BrokerSells Insurance
View SEC Summary
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Robert Heksch is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Chagrin Falls, OH, with 37 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.

Stratos Wealth Partners, LTD
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
386 advisors
Number of Clients
25,391 clients
Average Client Portfolio
$734K average
Assets Under Management
$18.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

33 River Street Suite 7, Chagrin Falls, OH, 44022

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert is involved in several business activities, including non-variable insurance sales (life insurance, fixed annuities, and long-term care) and providing investment advisory services through Stratos Wealth Partners, where he spends nearly all of his time. He also dedicates minimal time to non-variable insurance through Berson Sokol and BUA.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
August 2010 - Present · 16 yrs 2 mos
LPL Financial LLCBroker
January 2009 - Present · 17 yrs 9 mos
Previous Registrations
LPL Financial Corporation
January 2009 - December 2010 · 1 yr 11 mos
Silver Mountain Capital Partners LLC
November 2003 - January 2009 · 5 yrs 2 mos
Fsc Securities Corporation
April 2003 - January 2009 · 5 yrs 9 mos
Aspen Management Group LTD
November 2002 - January 2007 · 4 yrs 2 mos
Fsc Securities CorporationBroker
November 1996 - January 2009 · 12 yrs 2 mos
Cigna Financial Advisors,inc.Broker
April 1989 - November 1996 · 7 yrs 7 mos
State Registrations17 states
AZCACOCTFLGAILLAMDMINDNYOHPASCTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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