Heartwood Funds is a registered investment advisor that manages assets for pooled investment vehicles, institutions, and charitable organizations. Heartwood acts as a Principal Advisor, managing assets on a discretionary basis, or as a Sub-Advisor, following the investment objectives set by the Principal Advisor. Heartwood does not sell securities on a commission basis and prioritizes ongoing client relationships.
Assets Under Management$290M
Clients3
AdvisorsN/A
Avg. per Client$97M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Heartwood Funds manages assets for pooled investment vehicles and institutions. The annual management fee for the Global Allocation Model is 0.19% and for African Equity is 1.50%. These fees are negotiable for Sub-Advisory relationships and separately managed accounts. There are minimum account balances for each strategy.
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Location
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