Daniel Heth is a registered investment advisor at Preserve Wealth Management, based in Weaverville, NC, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 25 clients with $71M 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 | 0.75% |
The standard investment advisory fee is 0.75% with a $5,000 minimum. Clients with Ongoing Financial Planning pay 0.50%.
Fee Estimator
Location
Weaverville, NC
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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 Activities
Daniel is a member of a committee with management or supervisory functions for the Heth Family Foundation, a personal donor advised fund through Fidelity Charitable. The foundation focuses on grant making and investment allocation.
Employment History
Current Registrations
Preserve Wealth Management
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Investment Management Services LLCBroker
Prudential Securities IncorporatedBroker
State Registrations3 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.