Thomas Heald is a CFA-designated registered investment advisor at Eads & Heald Wealth Management, based in Atlanta, GA, with 33 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 225 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $400K | 1.00% |
| $400K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee schedule is for accounts up to $5,000,000. Accounts at $5,000,000 and above are charged 0.50% on the entire account. Fees may be negotiable for institutional referral programs.
Fee Estimator
Location
2100 Riveredge Pkwy., Nw, Suite 760, Atlanta, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Eads & Heald Wealth Management
State Registrations3 states
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