Heffernan & Associates, Inc. (HAI) offers financial counseling and investment advice to individuals and families. HAI acts in your best interest. HAI provides advice on investment planning, analyzing your assets and providing recommendations for your portfolio based on your goals and risk tolerance. HAI does not manage client assets directly; all investment decisions are discussed with you first.
Assets Under Management$19M
Clients20
Advisors1
Avg. per Client$940K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.25% |
In certain instances, depending upon the client’s needs and the services to be performed by Advisor, a contract may be entered into with a fee different from the fee schedule set forth above. This fee would be based upon individual negotiation with the particular client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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