Justin Heller is a CFP, ChFC-designated registered investment advisor at Heller Private Wealth, based in Boca Raton, FL, with 10 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 42 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee is up to 1.50% of assets under management and is negotiable. Independent manager fees are separate, but combined fees will not exceed 2.00%.
Fee Estimator
Location
Boca Raton, FL
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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
Justin is a member of Blu Boy Racing Stables LLC, a family venture that owns race horses and sells merchandise. He also owns Neal & Justin Family Holdings LLC, which was set up as part of his family's estate planning; both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Heller Private Wealth
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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
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