Ann Healy
Ann Healy is a CFP-designated registered investment advisor at Beale Healy Investment Advisors INC, based in Richmond, VA, with 46 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $76M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum annual fee: $2,500 for discretionary accounts and $4,000 for non-discretionary accounts. Certain accounts may qualify for a reduced fee.
Fee Estimator
Location
1802 Bayberry Court, Suite 305, Richmond, VA, 23226
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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 ActivitiesSells Insurance
Ann owns Beale Healy Financial Group, Inc., providing insurance and risk management consultation, dedicating a few hours per week. She also manages portfolios at Beale Healy Investment Advisors, Inc. full-time.
Employment History
Current Registrations
Beale Healy Investment Advisors INC
Osaic Wealth, INC.Broker
Previous Registrations
New England SecuritiesBroker
Integrated Resources Equity CorporationBroker
Investors Security Company, INC.Broker
Nel Equity Services CorporationBroker
State Registrations33 states
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