Jon Heischman
Jon Heischman is a registered investment advisor at Independence Capital CO., INC., based in Parma, OH, with 21 years of industry experience. Jon 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, Insurance Planning, and 3 more. Their firm serves 295 clients with $100M 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 | 2.50% |
| $250K - $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
5579 Pearl Road, Suite 100, Parma, OH, 44129
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2025Other Business ActivitiesSells Insurance
Jon is an insurance agent selling fixed life, health, annuity, disability, long-term care, and health insurance since 2002. This takes about 10-20% of his time, and he receives commission-based compensation. He also flips real estate houses for commission.
Employment History
Current Registrations
Independence Capital CO., INC.
Independence Capital CO., INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 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.