Advisor at Heiser Investment Advisers
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
Heiser Investment Advisers
Location
Robinson, TX
Credentials
Series 65
Industry experience
12 years
William Heiser is the sole advisor at Heiser Investment Advisers in Robinson, Texas, holding a Series 65 designation with 12 years of industry experience. He has led his independent firm since 2013. Outside of his advisory work, Heiser is involved in the hospitality industry as a bartender at a pub in Waco, Texas. Heiser Investment Advisers provides customized investment management to individual clients, focusing on domestic and international stocks, bonds, mutual funds, and ETFs. The firm manages accounts on a discretionary basis, employing a research-driven approach tailored to client objectives and risk tolerance, and occasionally uses derivatives in separately managed accounts.
Fixed fees billed quarterly in lieu of percentage of assets, amounts not specified
$50,000 - $100,000: 2% per annum $100,001 - $250,000: 1.75% per annum $250,001 - $500,000: 1.5% per annum $500,001 - $1,000,000: 1.25% per annum $1,000,001 - $2,500,000: 1% per annum $2,500,001 - $5,000,000: 0.9% per annum $5,000,001+: 0.8% per annum
Account minimum: $50,000 Minimum fee: $1,000 minimum annual management fee Fee-only: Fee based on asset tiers as above or fixed fees billed quarterly
Robinson, TX
Texas
Heiser Investment Advisers
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Lawyer
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Real estate agent
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Other specialized services
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