Robert Heintz
Robert Heintz is a CFA-designated registered investment advisor at Planning Associates Wealth Management, LLC, based in Metairie, LA, with 9 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 242 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Planning Associates Wealth Management offers two investment management services:
- Asset Management: The annual fee will not exceed 1.50% of the value of your portfolio, billed monthly.
- Comprehensive Portfolio Management: The annual fee will not exceed 2.00% of the value of your portfolio, billed monthly.
Fees are negotiable and deducted from client accounts. Planning Associates may use Pontera to manage assets held away, such as 401(k) accounts, and will cover the 0.30% Pontera fee.
Location
3501 North Causeway Boulevard, Suite 104, Metairie, LA, 70002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Planning Associates Wealth Management, LLC
Previous Registrations
Avalon Advisors LLC
State Registrations1 state
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