Heller Wealth Management's Form ADV discloses 1.00% on the first $2 million, 0.75% on the next $2 million, 0.60% on the next $6 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #124261), Heller Wealth Management is subject to fiduciary duty under federal law.
Heller Wealth Management is headquartered in MELVILLE, NY.
Heller Wealth Management serves 177 high-net-worth clients according to their SEC filing dated February 6, 2026. View client details ↓
According to their SEC Form ADV, Heller Wealth Management offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Heller Wealth Management manages $554 million in client assets according to their SEC filing dated February 6, 2026.
According to their SEC Form ADV, Heller Wealth Management serves high-net-worth individuals and institutional clients. View client details ↓