John Hea is a CFA-designated registered investment advisor at Ackerman Capital Management, based in Dallas, TX, with 16 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 177 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ackerman Capital Management charges a percentage of your portfolio value annually. The standard fee schedule typically ranges from 0.2% to 1.0%. The fees are deducted quarterly from your account. Some existing clients have tiered fee schedules that are not offered as part of the firm’s current fee schedule.
Location
5956 Sherry Lane, Suite 1600, Dallas, TX, 75225
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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.
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John is the managing member of Amonkeys, LLC, a marketing business, since 2019. He designs logos, purchases apparel, and sells products at his fishing club, dedicating minimal time to this activity.
Employment History
Current Registrations
Ackerman Capital Management
Previous Registrations
Ackerman Capital Management
Martin & Company Investment Counsel
State Registrations1 state
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