Advisor at Conviction Wealth Management LLC
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Firm
Conviction Wealth Management LLC
Location
Austin, TX
Credentials
Series 63, Series 66
Industry experience
6 years
Brian Heath is a financial advisor with Conviction Wealth Management LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Sax Wealth Advisors, T3 Trading Group, Maxim Group LLC, and Garden State Securities. Outside of finance, he is the CEO of BPH Handyman Services LLC, a business providing repair and improvement services. Conviction Wealth Management offers portfolio management and financial planning services to individual and high-net-worth clients, utilizing a variety of investment techniques and emphasizing long-term trading strategies. The firm primarily recommends ETFs and provides both ongoing management and one-time financial plans.
Based on Conviction Wealth Management LLC
Fixed fees for financial planning between $1,000 and $3,000
$50,000 - $100,000: 2.00% $100,001 - $250,000: 1.75% $250,001 - $500,000: 1.50% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001+: 0.75%
Hourly fees for financial planning between $150 and $400
Account minimum: $50,000 Fee-only: Fixed fees between $1,000 and $3,000 for financial planning; hourly fees between $150 and $400
Austin, TX
New Jersey
Conviction Wealth Management LLC
2024 - Present (2 years)
Sax Wealth Advisors
2023 - 2024 (1 year)
T3 Trading Group, LLC
2020 - 2023 (3 years)
Garden State Securities
2019 - 2020 (1 year)
Maxim Group LLC
2018 - 2020 (2 years)
Maxim Group LLC
2018 - 2019 (1 year)
Charlie Browns Steakhouse
2017 - 2018 (1 year)
Northwestern Mutual
2017 - 2017 (1 year)
Stage House Tavern
2016 - 2016 (1 year)
Muhlenberg College
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Series 66
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CFA®, Series 65
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Blue Tower Asset Management, LLC
CFP®, Series 63
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Mark Monreal & Associates
Series 66
Austin, TX
DeStefano Wealth Management
CFP®, Series 63
Austin, TX
Mullett Financial LLC
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