Loretta Heffron
Loretta Heffron is a registered investment advisor at Endure Retirement LLC, based in San Antonio, TX, with 10 years of industry experience. Loretta 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 21 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ENDURE Retirement offers wealth management services where they make investment recommendations using mutual funds. Clients must approve these recommendations before they are implemented.
For clients invested in American Funds, the maximum annual fee is 2% of the average daily value of your account, charged quarterly. For clients on the IRA Platform, the maximum annual fee is 1%, charged monthly.
Location
1600 NE Loop 410, Suite 217, San Antonio, TX, 78209
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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 ActivitiesSells Insurance
Loretta works as an independent producer for group health insurance, dedicating minimal time to this activity. This activity is insurance-related.
Employment History
Current Registrations
Endure Retirement LLC
Previous Registrations
Redhawk Wealth Advisors, INC.
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.