John Heck
John Heck is a registered investment advisor at Avior Wealth Management, LLC, based in Fort Meyers, FL, with 17 years of industry experience. John 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, Financial Planning & Coaching, and 5 more. Their firm serves 4,894 clients with $6.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and typically do not exceed 2.0% annually. The exact rate depends on asset size, portfolio complexity, and services rendered. Minimum annual household fees may apply.
Fee Estimator
Location
Fort Meyers, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2011Employment History
Current Registrations
Avior Wealth Management, LLC
Previous Registrations
Protection Point Advisors
Adagio Capital Advisors, INC
Seeman Holtz Financial CORP.
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.
Exams
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