Connor Heimer is a registered investment advisor at Castle Capital Management, based in Irvine, CA, with 2 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 5 clients with $4.1M 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 | 2.00% |
Standard annual fee is 2.00% of assets under management. AssetMark accounts may include an additional platform fee of 0.10% to 1.00%. Employer retirement plan accounts using Advisors Capital Management have a total fee of 1.77% to 1.93% (with Castle Capital Management receiving 0.80%). Fees are generally negotiable.
Fee Estimator
Location
3333 Michelson Drive, Suite 300, Irvine, CA, 92612
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 →Employment History
Current Registrations
Castle Capital Management
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Park Avenue Securities 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.
Exams
More Advisors
- William Arechiga, CFAFirst Foundation Advisors
- Andrew Fuller, CFPCreative Planning
- Myron Mcdonald, ChFCEagle Strategies LLC
- James Meussner, CFPCreative Planning
- Jeremy Amposta, CFPSchwab Wealth Advisory, INC.
- Richard Lewis, CFAWhite Stork Asset Management LLC