Brian Heath is a registered investment advisor at Conviction Wealth Management LLC, based in Scotch Plains, NJ, with 6 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 8 clients with $3.1M 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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1934 Raritan rd, Scotch Plains, NJ, 07076
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
Brian is the CEO of BPH Handyman Services LLC, providing handyman services. He spends about a quarter of his time on this business, which accounts for 15% of his total yearly compensation.
Employment History
Current Registrations
Conviction Wealth Management LLC
Previous Registrations
Sax Wealth Advisors, LLC
T3 Trading Group, LLCBroker
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Maxim Group LLCBroker
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.