Heather Levar is a CFP-designated registered investment advisor at Roxbury Financial, based in Mount Arlington, NJ, with 14 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 245 clients with $180M 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 | 2.00% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees may be negotiated.
Fee Estimator
Location
200 Valley Road, Suite 205, Mount Arlington, NJ, 07856
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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 →Employment History
Current Registrations
Roxbury Financial
Previous Registrations
Advisory Services Network
Edward Jones
Edward JonesBroker
Gilder Gagnon Howe & CO. LLCBroker
Wachovia Securities, LLCBroker
Investprivate, INC.Broker
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.