Raymond Heinrich
Raymond Heinrich is a registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 44 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,015 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cozad Asset Management's fees for ongoing investment management are negotiable and range up to 1.70% annually, depending on the size, nature, and asset mix of the account. Fees are billed quarterly in arrears, based on the market value of the assets managed.
Location
2501 Galen Drive, Champaign, IL, 61821-7005
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Regulatory History (1)
Customer Dispute
April 2010Other Business ActivitiesSells Insurance
Raymond is an independent insurance agent offering insurance products since 1968. This activity, which is not investment-related, takes about a quarter of his time.
Employment History
Current Registrations
Cozad Asset Management INC
Previous Registrations
M Holdings Securities, INC.Broker
Cozad Asset Management INC
Fsc Securities CorporationBroker
Cozad Investment Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.