Heather Szyperski is a ChFC-designated registered investment advisor at Heinz Investments, based in Atlanta, GA, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 64 clients with $82M 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 | 2.00% |
| $100K - $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1M+ | 0.85% |
Fee schedule is negotiable. Minimum portfolio value of $50,000 and a minimum annual investment management fee of $1,000.
Fee Estimator
Location
3825 Paces Walk, Se, Suite 200, Atlanta, GA, 30339
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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
Heather is an insurance agent with Heinz & Associates since 2008, dedicating about half their time to preparing proposals, meeting with clients and attorneys, and selling fixed life insurance and annuities. Heather also spends minimal time on residual business activities related to Heinz-Daniel Associates, Inc., a former pension administration firm.
Employment History
Current Registrations
Heinz Investments
State Registrations1 state
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