Matthew Heck
Matthew Heck is a registered investment advisor at Westpoint Wealth Management, LLC, based in Berea, OH, with 29 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 582 clients with $110M 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 $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable based on historical relationships, asset types, and account composition.
Fee Estimator
Location
56 Front St, Berea, OH, 44017
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2019Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Matthew sells fixed insurance products, including life, health, disability, annuities, and long-term care, with various companies. He is also an IAR and insurance agent at West Point Wealth Management, LLC, dedicating a few hours per week. Matthew helps support his wife's Sangria Stand LLC, but receives no compensation.
Employment History
Current Registrations
Westpoint Wealth Management, LLC
Previous Registrations
Gross Investments LLC
Amfg Wealth Management LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Intersecurities, INC.Broker
Intersecurities, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Gbi Capital Partners INC.Broker
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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