Heinrich Brandt
Heinrich Brandt is a registered investment advisor at Brandt Wealth Advisors, LLC, based in Centreville, MD, with 25 years of industry experience. Heinrich operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 46 clients with $28M 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 | 1.25% |
The management fee may be negotiated at the sole discretion of the Advisor and may be reduced or waived for directors, officers, and employees of Brandt at the discretion of management.
Fee Estimator
Location
Centreville, MD
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Heinrich is a member of the Choptank Puritan Club, a civic organization, dedicating a few hours per week. He also serves on the Healthy Families Queen Annes/Talbot Advisory Board, which focuses on early childhood and young parent education, spending minimal time on this activity.
Employment History
Current Registrations
Brandt Wealth Advisors, LLC
Previous Registrations
Lovett Advisors
Nationwide Securities, LLC
LPL Financial Corporation
Uvest Financial Services Group, INC.
Wye Financial Services LLC
Merrill Lynch Pierce Fenner & Smith INC.
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.