HH Investment Counsel provides low-risk, personalized investment management services to individuals, trusts, and tax-exempt clients. The firm balances investment complexity with client objectives and risk tolerance to create strategies and portfolios that aim to meet long-term goals. William B. Heffernan is the sole employee of the firm.
Assets Under Management$5.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.4M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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