Heaphy Investments offers investment management services, creating and managing portfolios based on clients' individual needs and investment policies. They work with clients to understand their financial circumstances, objectives, and risk profiles. Heaphy Investments manages accounts on a discretionary basis, and clients retain ownership of their securities.
Assets Under Management$75M
Clients103
Advisors2
Avg. per Client$730K
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $3.5M | 1.00% |
| $3.5M+ | 0.75% |
Fees may be modified on a client-by-client basis. Minimum annual fee of $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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