Advisor at Investment Counselors of Redlands LLC
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Firm
Investment Counselors of Redlands LLC
Location
Redlands, CA 92373
Credentials
Series 66
Industry experience
24 years
James Heine is a financial advisor with Investment Counselors of Redlands LLC, holding a Series 66 designation and 24 years of industry experience. He has been with the firm since 2006. Investment Counselors of Redlands LLC provides discretionary investment management services to individuals, trusts, estates, retirement plan participants, charitable organizations, and businesses. The firm focuses on portfolio design, implementation, and monitoring, primarily using mutual funds, closed-end funds, and ETFs selected through fundamental analysis and third-party research, emphasizing long-term holdings with periodic rebalancing.
Based on Investment Counselors of Redlands LLC
1.25% annually
Account minimum: $100,000
101 E. Redlands Blvd., #138
Redlands, CA 92373
California
Investment Counselors of Redlands LLC
2006 - Present (20 years)
Investment Counselors of Redlands LLC
2006 - 2022 (16 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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