L. Jane Heist Wealth Management provides investment advice and manages portfolios for individuals, their trusts, and retirement accounts. The firm creates tailored portfolios based on each client's objectives, risk tolerance, and financial situation, primarily using individual stocks, bonds, mutual funds, and exchange-traded funds. The firm does not participate in wrap fee programs.
Assets Under Management$17M
Clients24
Advisors1
Avg. per Client$700K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The investment advisory fee charged on account assets invested in mutual funds and bonds advised by L. Jane Heist Wealth Management, Inc. may be reduced to .65%. The value of the mutual funds and bonds would not count toward the charge for equities and exchange traded funds charted above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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