Daniel Heyman is a CFA, PFS-designated registered investment advisor at Heyman Wealth Management, LLC, based in Encino, CA, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 53 clients with $62M 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 $50K | 2.00% |
| $50K - $150K | 1.25% |
| $150K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Location
16133 Ventura Blvd., Suite #640, Encino, CA, 91436
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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 →Other Business Activities
Daniel is a CPA and shareholder at Daniel B. Heyman, CPA A Professional Corporation, dedicating full-time hours to tax preparation, accounting, and business consulting. He also manages several real estate entities and a coworking facility, spending about 10-20% of his time on real estate asset ownership and minimal time on the coworking facility.
Employment History
Current Registrations
Heyman Wealth Management, LLC
State Registrations1 state
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