Adam Heckman is a registered investment advisor at Advisory Services Network, based in Louisville, KY, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4350 Brownsboro Rd, Suite 110, Louisville, KY, 40207
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2015Denied
Employment History
Current Registrations
Advisory Services Network
March 2018 - Present · 8 yrs 1 mo
Previous Registrations
Stratos Wealth Partners, LTD
January 2017 - March 2018 · 1 yr 2 mos
LPL Financial LLCBroker
January 2017 - March 2018 · 1 yr 2 mos
Fifth Third Securities, INC.
August 2016 - January 2017 · 5 mos
Fifth Third Securities, INC.Broker
August 2016 - January 2017 · 5 mos
J.P. Morgan Securities LLC
October 2012 - August 2016 · 3 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2016 · 3 yrs 10 mos
Chase Investment Services CORP.Broker
October 2011 - October 2012 · 1 yr
Chase Investment Services CORP.
October 2011 - October 2012 · 1 yr
Chase Investment Services CORP.Broker
December 2008 - September 2010 · 1 yr 9 mos
Chase Investment Services CORP.
December 2008 - September 2010 · 1 yr 9 mos
Edward Jones
September 2008 - November 2008 · 2 mos
Edward JonesBroker
September 2008 - November 2008 · 2 mos
J.J.B. Hilliard, W.L. Lyons, LLC
October 2005 - September 2008 · 2 yrs 11 mos
J.J.B Hilliard, W.L. Lyons, LLCBroker
August 2005 - September 2008 · 3 yrs 1 mo
State Registrations3 states
KYNHTX
Advisor
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
No exam information available for this advisor.