Edward Heaphy is a registered investment advisor at Heaphy Investments, LLC, based in Springfield, MA, with 15 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 103 clients with $75M 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 $1.5M | 1.25% |
| $1.5M - $3.5M | 1.00% |
| $3.5M+ | 0.75% |
Fees may be modified on a client-by-client basis. Minimum annual fee of $1,000.
Fee Estimator
Location
32 Hampden Stret, Springfield, MA, 01103
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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 →Other Business Activities
Edward is self-employed, providing private trustee services since 1989. This activity is not investment-related.
Employment History
Current Registrations
Heaphy Investments, LLC
State Registrations1 state
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