James Heidt
James Heidt is a registered investment advisor at Commonwealth Financial Network, based in Savannah, GA, with 24 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
7393 Hodgson Memorial Dr, Suite 201, Savannah, GA, 31406
Get directionsHistory
Regulatory History (1)
Regulatory
February 2010Other Business ActivitiesSells Insurance
James makes fixed insurance referrals and sales, dedicating minimal time to each. He is also co-owner of Savannah Wealth Group, LLC and SWG Insurors, LLC, and owner of Mason Janene Madison James, Inc., spending about 20% of his time on Savannah Wealth Group and nearly full-time on Mason Janene Madison James, Inc., which facilitate securities, advisory, and insurance business.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
MML Investors Services, LLC
MML Investors 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.
Exams
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