Adam Martin Heckman

Advisory Services Network

19 Years of Experience

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Firm Information

Advisory Services Network

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

232 advisors

Number of Clients

11,852 clients

Average Client Portfolio

$727K average

Assets Under Management

$8.6B

Fee Structure

Minimum Investment:$25K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.25%
$500K - $2.0M	1.75%
$2.0M - $5.0M	1.50%
$5M+	1.25%

All fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$1,000 - $40,000

Hourly Rate:$150 - $400/hr

Fees for portfolio management are negotiable and can be tiered or floating flat. Financial planning fees range from $1,000 to $40,000 per plan or $150 to $400 per hour. Investment consulting fees are also negotiable and can be fixed or hourly, with the same rate ranges as financial planning. A monthly subscription fee for advice ranges from $35 to $250. Retirement plan consulting fees have a maximum of 1.50% for asset-based fees.

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Areas of Practice

Retirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingInsurance Planning

Advisor Information

Office location

4350 Brownsboro Rd, Suite 110, Louisville, KY, 40207

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Regulatory History (1)

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