Heather Heckadon
Heather Heckadon is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 19 years of industry experience. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 769 clients with $820M 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 $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.10% |
| $1000K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
4745 W. 136th Street, Leawood, KS, 66224
Get directionsHistory
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
Heather is a minority owner/vice president/independent insurance agent for various independent insurance companies through Prevail Strategies LLC, and has indirect ownership of two other LLCs. She also works as an insurance agent and receives fixed life insurance and disability compensation through Zuri KC, LLC, while also managing a personal household LLC.
Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
The O.N. Equity Sales CompanyBroker
State Registrations2 states
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