Christine Heckman is a registered investment advisor at Aegis Wealth Management, LLC, based in Maitland, FL, with 9 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 179 clients with $170M 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 | 1.00% |
Fees may be negotiable on a client-by-client basis. Employee contribution plans are charged up to 1% of plan assets annually.
Fee Estimator
Location
698 N. Maitland Avenue, Suite 102, Maitland, FL, 32751
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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
Christine is the owner of Blue Harbor Retirement Plan Services, which provides employee benefit administration, payroll, record keeping, and electronic communication. She spends full-time hours on this activity, with a significant portion during trading hours.
Employment History
Current Registrations
Aegis Wealth Management, LLC
Previous Registrations
Delta Capital Management, LLC
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.