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Credentials
Series 63, Series 65
Experience Industry experience
13 years
Location
Remote
Tanager Wealth Management
Team
Kristopher Heck is a financial advisor at Tanager Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tanager Wealth Management since 2012. Tanager Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, charities, and retirement plans, offering portfolio management and comprehensive financial planning. The firm’s investment approach focuses on asset-allocation models and fundamental analysis, tailoring portfolios to clients’ objectives, time horizons, and risk tolerance.
Based on Tanager Wealth Management
Based on Tanager Wealth Management
Fixed financial planning fee of $10,000
$0 - $1,000,000: 1.50% total fee (1.25% annual fee + 0.25% Bespoke Beta Fee) $1,000,001 - $3,000,000: 1.25% total fee (1.00% annual fee + 0.25% Bespoke Beta Fee) $3,000,001 - $10,000,000: 1.00% total fee (0.75% annual fee + 0.25% Bespoke Beta Fee) $10,000,001 - $20,000,000: 0.75% total fee (0.50% annual fee + 0.25% Bespoke Beta Fee) $20,000,001+: 0.65% total fee (0.40% annual fee + 0.25% Bespoke Beta Fee)
Minimum fee: $10,000 minimum annual fee for all clients Fee-only: Fixed fee of $10,000 for creating client financial plans (non-negotiable)
Texas
13 years of industry experience
Tanager Wealth Management, LLP
2012 - Present • 14 years
London
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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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