Heath Black
Heath Black is a registered investment advisor at Cookson Peirce Wealth Management, based in Winter Garden, FL, with 25 years of industry experience. Heath operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,648 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Equity schedule shown. Fixed income and other asset classes use a separate schedule (0.6% on first $1M, 0.5% on next $1M, 0.4% above $2M). Invest Stronger automated portfolios charge a flat 0.40%. Independent managers charge an additional 0.25% to 0.50%. Fees are negotiable at management's discretion.
Fee Estimator
Location
Winter Garden, FL
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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
Heath is licensed with various life insurance companies and sells fixed insurance, but reports no current activity. He also has a style/textiles business, Blaqshack LLC, which is also currently inactive.
Employment History
Current Registrations
Cookson Peirce Wealth Management
Previous Registrations
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Investx Markets LLCBroker
Ifp Securities, LLCBroker
LPL Financial LLCBroker
Prudential Investment Management Services LLCBroker
Alliancebernstein Investment Research and Management, INC.Broker
Carnegie Investor Services INC.Broker
Fordham Financial Management, INC.Broker
Walsh Manning Securities, LLCBroker
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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