Heather Rezab is a registered investment advisor at Punch & Associates Investment Management, INC., based in Edina, MN, with 11 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 588 clients with $2.1B 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 $10.0M | 0.85% |
| $10.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.72% |
These fees are for institutional clients. Private client accounts are charged 1.00%. Supervised accounts are charged 0.50%. Unmanaged accounts are charged 0.10%. Fees may be negotiable.
Fee Estimator
Location
7701 France Avenue South, #300, Edina, MN, 55435
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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
Heather is a notary public for the State of Minnesota since January 2023, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Punch & Associates Investment Management, INC.
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Larson Financial Securities, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
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.