Brandon Heckert
Brandon Heckert is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Nashville, TN, with 11 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Nashville, TN
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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
Brandon is involved in several business activities, including Benefits Plus, FSM Wealth, FSM Benefits, Heckert Development, LLC, AssuredPartners Investment Advisors, LLC, and MDRT. He dedicates full-time hours to both FSM Wealth and AssuredPartners Investment Advisors, LLC, and minimal time to Heckert Development, LLC, with a few hours per week spent on Benefits Plus, FSM Benefits, and MDRT. None of these activities appear to involve selling insurance products.
Employment History
Current Registrations
Private Client Services, LLCBroker
Assuredpartners Investment Advisors
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Country Capital Management CompanyBroker
State Registrations35 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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