Heather Heron
Heather Heron is a registered investment advisor at Wellth Advisory Services, LLC, based in Shorewood, IL, with 16 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,383 clients with $24B 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 | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Shorewood, IL
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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
Heather operates Strategic Retirement Partners as a DBA for her LPL business and Planwise Retirement Strategies for tax/investment purposes. She dedicates minimal time to Planwise Retirement Strategies.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
LPL Financial LLC
LPL Financial LLCBroker
Dunham & Associates Investment Counsel, INC.Broker
State Registrations1 state
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.