Jeffrey Heitzman
Jeffrey Heitzman is a registered investment advisor at Ameritas Advisory Services, LLC, based in Grand Rapids, MI, with 36 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
233 Fulton St E Ste 224, Grand Rapids, MI, 49503
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Regulatory History (1)
Customer Dispute
December 2005Other Business ActivitiesSells Insurance
Jeffrey is the President of Heitzman & Associates, Inc., handling securities and insurance, and an Associate at Canvas Financial, a shell DBA for marketing and firm consolidation. He dedicates about a quarter of his time to Heitzman & Associates and a full-time commitment to Canvas Financial.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
20/20 Capital Management, INC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Heitzman Advisory Group, INC.
Heitzman Advisory Group, INC.
Vestax Securities CorporationBroker
Andover Securities, INC.Broker
First of Michigan CorporationBroker
Sun Investment Services CompanyBroker
State Registrations5 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.