Heinz Investments offers investment management services, including personalized asset allocation and portfolio construction, using stocks, mutual funds, and exchange-traded funds. They also provide advisory consultations on cash flow management, tax planning, risk management, and strategic planning. Advice is tailored to individual client needs and goals.
Assets Under Management$82M
Clients64
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$50K
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.65% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1M+ | 0.85% |
Fee schedule is negotiable. Minimum portfolio value of $50,000 and a minimum annual investment management fee of $1,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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