William Heichel is a CFP-designated registered investment advisor at Pinnacle Advisors, based in Mansfield, OH, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,011 clients with $1.9B 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 $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable. Clients subject to an annual minimum fee could pay a higher percentage annual fee. The first $500,000 of the above fee schedule will be 0% rather than 1.40% for Lifetime | Ascent™ Program clients.
Fee Estimator
Location
6 West 3rd St., Ste 100, Mansfield, OH, 44902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William has a part-time individual law practice and is the President and Investment Advisor for Lifetime Planning Pinnacle Advisors, Inc. He also dedicates about half his time as President and Shareholder of Professional Planning Coordination Services, LLC, an administrative service for financial professionals, and is a minority shareholder in Heichel Family Investments, LLC, which owns a commercial building.
Employment History
Current Registrations
Pinnacle Advisors
Previous Registrations
Lifetime Planning Pinnacle Advisors, INC
State Registrations2 states
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