John Heath is a registered investment advisor at Signal Advisors Wealth, LLC, based in Baton Rouge, LA, with 17 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,257 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.0%. Fees may vary based on the size of the account, number of accounts, complexity of the portfolio, extent of activity in the account, or other factors agreed upon. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Baton Rouge, LA
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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 Activities
John is a member of Rhino Ventures LLC, a real estate holding company, and spends minimal time on it. He also manages finances for private real estate investment as a partner in Griffin & Heath Properties, LLC, and is president of MRF Marketing, spending a few hours per week on each.
Employment History
Current Registrations
Signal Advisors Wealth, LLC
Previous Registrations
Fj Shaw Wealth Management LLC
Copperleaf Capital, LLC
Global Financial Private Capital, LLC
Tlg Advisors, INC.
Waddell & Reed, INC.
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.