Scott Heath, MBA, CFP
Bloomfield Hills, Michigan, 48302
Member Since 2010
Heath Capital Management is a dedicated team of professionals, focused on helping you and your family achieve your financial goals. We understand the importance of having the assets and income to send your children to the right schools, enjoy a comfortable retirement, and have financial independence later in life. Our team specializes in personalized financial planning and asset management to better help you and your family meet these goals. When you are a client you will have the financial peace of mind knowing your assets and financial future are in the hands of trustworthy experts.
My Location
Background Information
Years of Financial Experience
- 20
Education
- University of Illinois (MBA)
- Hope College (BA)
Certifications and Designations
- CFP®
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Charles Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Annually)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 120861
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Heath Capital Management, Inc.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding
Investment Products
- Mutual Funds, Securities, REITs
Insurance Products
- None
Visit Website - http://www.heathcapitalmgmt.com
