Joy Heinen is a CFP-designated registered investment advisor at H. C. Denison CO., based in Sheboygan, WI, with 18 years of industry experience. Joy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 212 clients with $180M 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 $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
618 North 7th Street, Sheboygan, WI, 53081
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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 Activities
Joy is currently employed as a registered representative of H.C. Denison Co. She will be dually registered as an IAR.
Employment History
Current Registrations
H. C. Denison CO.
H. C. Denison CO.Broker
State Registrations30 states
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