Gregory Sandor Heller

CFP

Hcr Wealth Advisors

34 Years of Experience

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Firm Information

Hcr Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

10 advisors

Number of Clients

943 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$500K

Financial Plan Fee:$500 - $10,000

Hourly Rate:Up to $750/hr

Investment management fees range from 0.25% to 2.00% annually, based on assets under management. A minimum of $500,000 in assets is required, but this may be negotiable. Financial planning fees range from $500 to $10,000, or up to $750 per hour for consultations, with a minimum annual fee of $2,500, which may be waived if the client also has assets under management with HCR.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Advisor Information

Office location

10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2010

Award / Judgment

Customer Dispute

October 2009

Settled

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Other Business Activities

Gregory is the president of HCR Wealth Advisors, Inc., providing investment advisory and financial planning services, dedicating nearly full-time hours to business management and development. Gregory is also a managing member of CR Project, LLC, a real estate development business in Costa Rica, dedicating about a quarter of his time.