Ian Heller is a CFP-designated registered investment advisor at Heller Wealth Management, based in Melville, NY, with 2 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 243 clients with $550M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
For households less than $1 million, an additional 0.25% is charged on the first $250,000.
Fee Estimator
Location
225 Broadhollow Road, Suite 215, Melville, NY, 11747
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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 →Employment History
Current Registrations
Heller Wealth Management
Previous Registrations
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
State Registrations1 state
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