Herold Advisors, INC.
Assets Under Management
$489.7M
Number of Clients
523
Number of Advisors
11
Avg. Portfolio per Client
$936K
Avg. Managed per Advisor
$44.5M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Herold Advisors offers portfolio management services on a discretionary and non-discretionary basis. Herold works with clients to determine the right mix of investments, including stocks, bonds, mutual funds, and exchange-traded funds, based on their needs and risk tolerance. Herold's investment advice is limited to these types of investment products. Clients can place restrictions on the types of securities they want to avoid.
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are subject to negotiation with each client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Areas of Practice
Investment Management
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Location
845 Third Avene Suite 1703, New York, NY, 10022-7513