Herold Advisors provides portfolio management services on a discretionary and non-discretionary basis. Herold works with clients to determine the optimal mix of investments, including equities, fixed income, mutual funds, and exchange-traded funds, based on their needs and risk tolerance. For some clients, Herold may use a strategy of writing covered call options. Herold's investment advice is limited to these types of investment products.
Assets Under Management$490M
Clients523
Advisors13
Avg. per Client$940K
Avg. per Advisor$38M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All management fees charged are subject to negotiation with each client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...