Matthew Heckler
Matthew Heckler is a registered investment advisor at K2 Wealth Management LLC, based in Chicago, IL, with 16 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 70 clients with $120M 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 $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Management fee is negotiable at the firm's discretion.
Fee Estimator
Location
1200 N. Ashland Ave., Suite 500, Chicago, IL, 60622
Get directionsHistory
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 ActivitiesSells Insurance
Matthew is licensed to sell life and health insurance.
Employment History
Current Registrations
K2 Wealth Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Kovitz Investment Group Partners, LLC
Telemus Capital, LLC
Cerity Partners LLC
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Goldman, Sachs & CO.Broker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations5 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.