William Heckman
William Heckman is a registered investment advisor at Osaic Wealth, INC., based in Orwigsburgh, PA, with 28 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1027 Centre Turnpike, Suite 12, West Brunswick-Physical Address, Orwigsburgh, PA, 17961
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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 →Other Business ActivitiesSells Insurance
William is a 50% owner of West Brunswick Properties LLC, a land speculation venture, and a general partner in Pinebrook Place LTD, a commercial rental building. He also works as an investment advisor representative for Wealth Management Associates, Inc. (about 10-20% of his time), is in insurance sales, has a revenue sharing arrangement with a merchant services provider, and is a principal at Keystone Advisor Group (full-time).
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Wealth Management Associates, INC.
Previous Registrations
Securities America, INC.Broker
Chauner Securities, INC.Broker
State Registrations7 states
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