Eric Heiting
Eric Heiting is a CFP, ChFC-designated registered investment advisor at Central Wealth Management LLC, based in Madison, WI, with 28 years of industry experience. Eric 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. Their firm serves 166 clients with $140M 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 $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Central Wealth Management has the sole discretion to negotiate fees that are lower than the standard fee or to waive fees. Fees are charged monthly in advance based on the market value of assets on the last business day of the previous month.
Fee Estimator
Location
1111 Deming Way, Suite 103, Madison, WI, 53717
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Eric is involved in several business activities, including insurance brokering, a family graphic design business, and various investment-related roles such as managing director of Vario Equity LLC and managing principal of Central Wealth Management, LLC and PMMSF Partners, LLC. He dedicates minimal time to insurance brokering and full-time to Central Wealth Management, LLC.
Employment History
Current Registrations
Central Wealth Management LLC
Pmmsf Partners, LLC
Previous Registrations
Atlas
Central Wealth Management LLC
Eagle Strategies LLC
Nylife 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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