Heller Wealth Management (HWM) offers investment management and financial planning services. HWM manages investment portfolios for individuals, pension and profit-sharing plans, trusts, and business entities, primarily recommending no-load, institutional-class mutual funds and individual fixed income securities. HWM also provides financial planning services covering estate and retirement planning, taxes, insurance, and college planning. For accounts under $1 million, an additional fee is charged.
Assets Under Management$550M
Clients243
Advisors4
Avg. per Client$2.3M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
For households less than $1 million, an additional 0.25% is charged on the first $250,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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