Heisner Financial provides comprehensive financial planning and management services, including business consulting, cash flow, education, estate, insurance, investment, retirement, and tax planning. These services are available on an ongoing or hourly basis. Heisner Financial does not manage investments directly but provides advice and recommendations, requiring client consent for all investment decisions. They also offer bookkeeping and record-keeping services on an hourly basis.
Assets Under Management$37M
Clients25
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K+ | 0.40% |
Annual fee is $3,000 plus 0.40% of investment assets in excess of $500,000. Minimum annual fee of $3,500 ($5,500 in the first year of engagement). All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...