Jack Heil
Jack Heil is a PFS-designated registered investment advisor at Planmember Securities Corporation, based in Charlotte, NC, with 25 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69,645 clients with $10B 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 $500K | 0.25% |
| $500K - $1.0M | 0.20% |
| $1M+ | 0.10% |
Maximum annual fee rate is 2.00% across programs; tiered schedule applies to accounts established on or after January 1, 2026. Fees are negotiable.
Fee Estimator
Location
Charlotte, NC
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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 ActivitiesSells Insurance
Jack is a CPA and owner of a tax preparation/accounting business since 1989, dedicating about half his time to it. He is also an insurance agent since 2013, selling life, health, disability, and annuity products, dedicating minimal time to this.
Employment History
Current Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Previous Registrations
Lombard Advisers Incorporated
Lombard Securities IncorporatedBroker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
Capital Investment Group, INC.Broker
AXA Advisors, LLCBroker
State Registrations5 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.
Exams
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