Brian Heal is a registered investment advisor at Heal Financial LLC, based in Novi, MI, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 79 clients with $22M 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members, friends or associated persons of Heal Financial.
Fee Estimator
Location
Novi, MI
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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
Brian is an independent insurance agent since 2004, dedicating about 10-20% of his time. He also owns Major League Financial Group LLC, an insurance agency, and Shady Beach LLC, a holding company for rental property, each taking minimal time.
Employment History
Current Registrations
Heal Financial LLC
Previous Registrations
Sports & Entertainment Investment Advisers, LLC
Nylife Securities LLCBroker
Purshe Kaplan Sterling InvestmentsBroker
Woodbury Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations4 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.