Brian Hein
Brian Hein is a registered investment advisor at Element Wealth, LLC, based in St. Augustine, FL, with 7 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 743 clients with $740M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Household accounts may be combined to lower the applicable fee tier. Employer-sponsored retirement plan fees are 1.00% for plans $5,000,000 and under, and 0.75% for plans over $5,000,000.
Fee Estimator
Location
St. Augustine, 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
Brian is an employee of Mad Hatters Management, LLC, a management support company, since 2017. He also works for Keyes, Stange & Wooten CPA Firm, LLC, and spends a full-time amount of time working for his family business, Take Home Charlys'.
Employment History
Current Registrations
Element Wealth, LLC
Previous Registrations
Keyes, Stange & Wooten Wealth Management, 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
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