Theodore Heuchling
Theodore Heuchling is a registered investment advisor at Portfolio Logix, LLC, based in Missoula, MT, with 35 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 161 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Logix's fee for managing your investments generally ranges from 0.5% to 1.0% per year of the value of your portfolio. The exact fee depends on the amount of assets, the complexity of services, and the level of responsibility you want the firm to take. The fee is calculated each quarter based on the value of your portfolio at the end of the previous quarter. The fee is billed at the beginning of the quarter. The advisory fee may be negotiable.
Location
415 N. Higgins Ave, Missoula, MT, 59802
Get directionsHistory
Regulatory History (2)
Regulatory
February 2004Employment Separation After Allegations
December 2003Other Business ActivitiesSells Insurance
Theodore is the sole owner of Portfolio Logix, LLC, a DBA for fixed insurance sales, since 2003.
Employment History
Current Registrations
Portfolio Logix, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
S.G. Long & CompanyBroker
Raymond James Financial Services, INC.Broker
Bts Asset Management, INC.
S.G. Long & Company
Robert Thomas Securities, INCBroker
Walnut Street Securities, INC.Broker
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.