Michael Heiser is a CFA-designated registered investment advisor at Evertern Wealth, LLC, based in Naples, FL, with 8 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 233 clients with $1.6B 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 | 1.95% |
Maximum annual fee is 1.95%. Fees are negotiable depending on client circumstances and account type. Additional platform and third-party manager fees may apply.
Fee Estimator
Location
4501 Tamiami Trail N, Suite 100, Naples, FL, 34103
Get directionsHistory
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
Michael has a passive equity investment in a brewery through Heiser Capital, LLC since 2016. He is authorized to manage the LLC and is consulted on the existing investment, dedicating minimal time to this activity.
Employment History
Current Registrations
Evertern Wealth, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.
Exams
More Advisors
- Nila Mohibi, ChFCEdward Jones
- Kodie Fridley, CFPMorgan Stanley
- Tyler Holes, CFPHbks Wealth Advisors
- Nicholas Petralia, CFPLPL Financial LLC
- Richard Simpson, CFP, ChFCMoran Wealth Management, LLC
- Timothy Evanson, CFPLPL Financial LLC