Terrence Heil
Terrence Heil is a registered investment advisor at United Advisor Group, based in Wickliffe, OH, with 33 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
Wickliffe, OH
Get directionsHistory
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
Terrence is an insurance agent selling life, health, disability, annuities, and long-term care insurance with various companies and Westpoint Wealth Management LLC, dedicating a few hours per week to the latter. He also co-hosts a sports podcast, spending a few hours per week on it.
Employment History
Current Registrations
United Advisor Group
Previous Registrations
Gross Investments LLC
Westpoint Wealth Management, LLC
Amfg Wealth Management LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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.