Martin Heale is a registered investment advisor at Schroder Wealth Management (US) Limited, based in London, with 14 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 226 clients with $920M 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 $5.0M | 0.90% |
| $5.0M - $8.0M | 0.70% |
| $8M+ | 0.50% |
Fee Estimator
Location
1 London Wall Place, London, EC2Y 5AU
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Schroder Wealth Management (US) Limited
Previous Registrations
Royal Bank of Canada Investment Management(usa) Limited
State Registrations1 state
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