John Hegler Jr.
Advisor at 21 St Century Equity Advisors Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at 21 St Century Equity Advisors Corporation
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
21 St Century Equity Advisors Corporation
Location
Columbus, OH 43215
Credentials
Series 65
Industry experience
23 years
John Hegler is a financial advisor with 23 years of industry experience and holds a Series 65 designation. He has been with 21 St Century Equity Advisors Corporation since 1999 and also maintains long-term involvement with Equity Builders Realty and his own accounting firm, John Hegler CPA & Co P.C. He provides personal tax return preparation for certain clients, a service separate from his advisory work. 21 St Century Equity Advisors Corporation offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental and technical analysis with market behavior studies to guide tactical and strategic investment decisions.
Based on 21 St Century Equity Advisors Corporation
$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.0% $1,000,000+: 0.8% $0+: 0.35% (fixed income portion)
Account minimum: $200,000 (negotiable) Fee-only: 100% of revenues from investment advisory services; fees are negotiable
1029 Dublin Road
Columbus, OH 43215
Florida · Ohio · Texas
21 St Century Equity Advisors Corporation
1999 - Present (27 years)
Equity Builders Realty
1990 - Present (36 years)
John Hegler Cpa & Co P.C.
1986 - Present (40 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
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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.
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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