HeadInvest manages investment portfolios for individuals, trusts, and other organizations, offering both discretionary and non-discretionary services. They provide tailored investment advice, including financial planning, insurance, estate, and retirement planning, integrating with other financial consultants to minimize taxes and meet financial objectives. HeadInvest works with clients to understand their financial goals and risk tolerance, establishing a target asset allocation across various investment alternatives.
Fee Structure
HeadInvest's annual fee for managing your investments ranges up to 1.25% of the portfolio's value. The exact percentage depends on the type and size of your account, the complexity of services, and the level of administration. Fees are billed quarterly, in advance, based on the portfolio value at the end of the prior month. There is a $10,000 minimum annual fee, charged quarterly in advance, but this can be waived. Non-profit organizations may receive up to a 20% discount.