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About Heyman Investment Counseling LLC
Heyman Investment Counseling LLC is a reputable financial expert with a strong track record of providing top-notch investment advisory services to its clients. With years of experience in the financial industry, they have gained the necessary expertise and knowledge to assist clients in making well-informed and strategic financial decisions.
Their team of professionals is committed to helping clients achieve their financial goals and improve their overall financial well-being. They offer personalized and tailored financial solutions that align with each client’s unique financial situation and objectives.
How does the advisor help clients – Key Takeaways:
- Guidance on investment strategies and decisions
- Assistance in creating a personalized financial plan
- Educational resources and insights on financial management and planning
- Regular portfolio monitoring and adjustments as needed
- Expertise in various financial products and markets
Facts and Insights
Heyman Investment Counseling LLC prides itself on its transparent and trustworthy approach to financial advisory. Here are some important facts and insights about their services:
- Assets Under Management: Over $100 million
- Number of Advisors: 4
- Time in Business: 15+ years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 4 | 15+ years |
Financial Services Offered
Heyman Investment Counseling LLC offers a wide range of financial services to cater to their clients’ diverse needs and goals. Some of their key services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Planning
- Wealth Management
Client Types
Heyman Investment Counseling LLC serves a diverse range of clients, including:
- Individuals
- Families
- High-Net-Worth Individuals
- Businesses
- Organizations
- Retirees
- Young Professionals
Fees & Compensation
Heyman Investment Counseling LLC follows a fee-only compensation structure, which means their only source of revenue is the fees paid by their clients. This ensures that their recommendations are not biased and always in the best interest of their clients.
Their fee structure is based on a percentage of the assets under management, with no hidden fees or commissions. This transparent approach to fees allows clients to fully understand and evaluate the value they receive from the services provided.
Background
The advisors at Heyman Investment Counseling LLC have extensive backgrounds in finance, with various industry certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They have a combined experience of over 30 years, making them highly qualified and knowledgeable in the field of financial planning and management.
Financial Advisor Disclosures to Know
As a financial advisor, Heyman Investment Counseling LLC adheres to all legal and ethical regulations and takes their clients’ trust and satisfaction seriously. Here are some important disclosures to know:
- They are registered with the Securities and Exchange Commission (SEC)
- They have no disciplinary actions or complaints filed against them
- They have a fiduciary duty to their clients, meaning they are legally obligated to act in their clients’ best interests