Chad Heidzig is a registered investment advisor at Axos Invest, INC, based in Las Vegas, NV, with 27 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,764 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axos Invest charges a fee for managing your investments, called a Model Fee. This fee covers the cost of asset allocation and the investment portfolio itself. The Model Fee includes brokerage commissions and transaction fees. The fee is calculated quarterly based on your average daily balance. There is also a $40 minimum annual account fee, charged quarterly ($10 per quarter). If your Model Fee is less than $10 in a quarter, Axos Invest will charge you the difference to meet the minimum.
Location
9205 W Russell Road, Suite 400, Las Vegas, NV, 89148
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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 →Employment History
Current Registrations
Axos Invest, INC
Axos Invest LLCBroker
Axos Clearing LLCBroker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Legent ClearingBroker
Charles Schwab & CO., INC.Broker
Datek Online Financial Services LLCBroker
Ameritrade, INC.Broker
AmeritradeBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.