Heinz Global Asset Management manages investment portfolios for individuals and other client types. They create portfolios using stocks, bonds, exchange traded funds (ETFs), options, mutual funds, and other investments. Portfolios are reviewed at least quarterly and rebalanced as needed based on client needs and goals. Clients can place some restrictions on investments, but this is rare.
Assets Under Management$31M
Clients28
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fee is for assets held at Charles Schwab. For assets held at Interactive Brokers, management fees are billed daily based on the percentage of Net Liquidation Value entered as an annualized percentage, applied on a daily basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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