RH
RH
Richard Heiman
33 Years of Experience
St. Petersburg, FL
1 Disclosure
Richard Heiman is a registered investment advisor at Ars Wealth Advisors, based in St. Petersburg, FL, with 33 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,058 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
15 advisors
Number of Clients
1,058 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.5B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are potentially negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
111 Second Avenue NE, Suite 900, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 1994Award / Judgment
Employment History
Current Registrations
Ars Wealth Advisors
August 2021 - Present · 4 yrs 8 mos
Previous Registrations
Ars Wealth Advisors
March 2016 - July 2021 · 5 yrs 4 mos
Doyle Wealth Management, INC.
July 2010 - March 2016 · 5 yrs 8 mos
Raymond James & Associates, INC.Broker
January 2003 - July 2009 · 6 yrs 6 mos
Strategic Advisers INC.
March 2000 - December 2002 · 2 yrs 9 mos
Fidelity Brokerage Services LLCBroker
September 1999 - December 2002 · 3 yrs 3 mos
Olde Discount CorporationBroker
December 1992 - July 1999 · 6 yrs 7 mos
F.N. Wolf & CO., INC.Broker
March 1991 - December 1992 · 1 yr 9 mos
State Registrations1 state
FL
Advisor
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.