H
Heiser Investment Advisers
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,120,000
Total clients
11
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$283,636
About
Heiser Investment Advisers provides customized investment management to individual clients, primarily using domestic and international stocks, bonds, mutual funds and ETFs, and assists clients with account establishment and related paperwork. Client assets are held with unaffiliated custodians, the adviser does not independently hold client funds, and clients receive quarterly written reports alongside custodian statements.
Investment selection is based on the adviser’s research together with discussions of each client’s objectives and risk tolerance, with a typical allocation that blends value, growth and income securities for long-term holding. Trades are often implemented in three or four tranches over six to twelve months, rebalancing is done based on investment judgment rather than a mechanical schedule, and accounts are managed on a discretionary basis.
Notably, the firm may use other investment products, including derivatives in separately managed accounts, which is an uncommon practice among independent advisers and can add complexity and risk to portfolios. The firm also discloses that it does not vote client proxies and does not provide tax or legal advice; its policies allow for performance-based fee arrangements in some cases, though none are currently charged.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
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
Main office location
Heiser Investment Advisers
Robinson TX, United States
Number of offices
1
Most active in
Heiser Investment Advisers has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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