Heath Capital Management, Inc.
Heath Capital Management, Inc. (CRD# 120861) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $6,000,000 in 55 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$109,091
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Scott Heath (CRD# 2247925) is an Investment Advisor Representative working at Heath Capital Management, Inc. in Bloomfield Hills, MI and has over 25 years of experience in the finance industry. Scott Heath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.