Eads & Heald Wealth Management offers investment management and financial planning services to individuals, families, corporations, retirement plans, and other entities. Investment management involves managing stock and bond portfolios, sometimes using mutual funds and ETFs. Financial planning can be a standalone service or combined with investment management, covering goal setting, financial analysis, and strategy development. Clients can customize their portfolios with certain restrictions.
Assets Under Management$240M
Clients225
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.50% |
| $200K - $400K | 1.00% |
| $400K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee schedule is for accounts up to $5,000,000. Accounts at $5,000,000 and above are charged 0.50% on the entire account. Fees may be negotiable for institutional referral programs.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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