Beale Healy Investment Advisors (BHIA) offers investment advice and manages portfolios primarily consisting of individual securities. They create personalized portfolios based on clients' goals and objectives. BHIA also provides financial planning services covering areas like personal finances, education, taxes, retirement, and investments. Modular financial planning is available for individuals with lower income and net worth.
Assets Under Management$76M
Clients42
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$38M
Fee Structure
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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