Heller Wealth Management

Heller Wealth Management (HWM) is a registered investment adviser firm based in Melville, NY, established in 2003. The firm, led by principal Larry Heller CFP®, CPA®, primarily offers discretionary investment advisory services for individuals, pension and profit-sharing plans, trusts, and business entities. HWM recommends investments such as no-load institutional class mutual funds and individual fixed income securities based on clients' objectives. Additionally, the firm provides financial planning and consulting services covering estate planning, taxes, insurance, and more. HWM may act as a fiduciary for retirement plans, managing investment policy and options. The firm manages assets totaling $445,853,734 as of February 2025. For fees, HWM charges a percentage of assets under management, with an annual investment management fee starting at 1.00% for assets up to $2 million. The firm requires a household account minimum of $1 million. HWM's fees cover investment advisory services and financial planning, with additional fees for extraordinary services. The firm does not accept performance-based fees and primarily allocates client assets among mutual funds, ETFs, and fixed income securities. HWM's investment approach is rooted in Modern Portfolio Theory, emphasizing diversified portfolios. Clients face various risks, including interest-rate, market, inflation, and liquidity risks. HWM does not vote client proxies and does not receive soft dollars from broker-dealers. Clients can contact HWM for further details or questions.