Daniel Heffernan
Daniel Heffernan is a CFP-designated registered investment advisor at Heffernan & Associates, INC., based in St. Louis, MO, with 28 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 20 clients with $19M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.25% |
Fees may be individually negotiated for certain clients based on needs and services performed.
Fee Estimator
Location
50 Crestwood Executive Center, Suite 205, St. Louis, MO, 63126
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 ActivitiesSells Insurance
Daniel is a life insurance agent for Jackson National Life Insurance Company and AssetMark Trust Co., selling life insurance and fixed annuities. He dedicates a few hours per week to these activities.
Employment History
Current Registrations
Heffernan & Associates, INC.
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
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