Michael Heffernan is a registered investment advisor at S Squared Advisors LLC, based in Austin, TX, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally not negotiable; however, S Squared Advisors may charge certain clients a different fee structure.
Fee Estimator
Location
706 Guadalupe Street, Austin, TX, 78701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
S Squared Advisors LLC
Previous Registrations
Kappa Asset Management LLC
Flint Rock Global Investors, LLC
State Registrations1 state
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