Matthew Heinz
Matthew Heinz is a registered investment advisor at Kestra Advisory Services, LLC, based in Baton Rouge, LA, with 21 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
6421 Perkins Rd., Building C, Suite B, Baton Rouge, LA, 70808
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business Activities
Matthew is the owner of Atlantic Lending Co., a mortgage-related business, and a member of MCWA, a community/charitable/civic organization, dedicating minimal time to each. He also serves as a Deacon and member of the CARE Team at The Chapel, spending minimal time on these activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations6 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.
Exams
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