Brad Heindel is a CFP-designated registered investment advisor at 46 Peaks Investment Advisory Group, based in Newtown, PA, with 27 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 124 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1000K | 0.95% |
| $1000K - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Advisory fee may be negotiable, depending on individual client circumstances.
Fee Estimator
Location
760 Newtown Yardley Road, Suite 114, Newtown, PA, 18940
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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
46 Peaks Investment Advisory Group
Previous Registrations
M Holdings Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Kb Financial Partners, LLC
Morgan Stanley Dw INC.Broker
Morgan Stanley
Smh Capital Advisors, INC.
Sanders Morris Harris INC.Broker
Ifg Network Securities, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations2 states
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.