Heaton Financial offers investment management and financial planning services. Investment management is tailored to each client's goals and risk tolerance. Financial planning covers areas like retirement, college, and debt. Heaton Financial primarily advises on mutual funds, stocks, bonds, and ETFs, but may also offer advice on real estate and hedge funds.
Assets Under Management$110M
Clients358
Advisors2
Avg. per Client$300K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.75% |
Schedule shown is for Asset Allocation portfolios. Fees are negotiable. Fixed Income and Equity portfolios have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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