Alexandra Heck is a registered investment advisor at Herzog Financial Group, LLC, based in Saint Louis, MO, with 10 years of industry experience. Alexandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 87 clients with $48M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Portfolios for non-discretionary portfolio management are charged 0.25% on all assets under management. Fees for discretionary portfolio management may also be charged a flat annual fee as agreed upon by the Client in an execute Client Agreement.
Fee Estimator
Contact
Alexandra Heck
Location
3636 S. Geyer Road, Suite 100, Saint Louis, MO, 63127
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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 →Employment History
Current Registrations
Herzog Financial Group, LLC
Previous Registrations
AXA Advisors, LLC
State Registrations2 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