Heck Capital Advisors Review


Trust Score 97%
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Heck Capital Advisors, federally registered in 2007, is a Registered Investment Advisor (RIA) in 11 state(s) with a licensed staff of 13 advisors. Heck Capital Advisors manages $4.2 billion and provides investment advisory services for 734 clients (1:57 advisor/client ratio).

Heck Capital Advisors requires a $1,000,000 minimum investment and charges a blended rate between 1.00% and 0.25% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 11 years

Considerations


  • There is only one licensed advisor for every 57 clients (industry average 1:50)
  • Firm serves fewer than 1,000 clients
  • Custodian is unknown

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $1,000,000
Minimum Annual Fee $0
Average Account AUM $5,786,139
Hybrid Advisor No
Disciplinary History No
Total AUM $4.2 billion
Advisor / Client Ratio 1:57
Headquarters Rhinelander, WI
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $5,000,000 0.85%
$5,000,001 to $10,000,000 0.75%
$10,000,001 to $20,000,000 0.50%
$20,000,001+ 0.25%


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