Heritage Wealth Architects, INC.
Assets Under Management
$316.2M
Number of Clients
192
Number of Advisors
6
Avg. Portfolio per Client
$1.6M
Avg. Managed per Advisor
$52.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Boyum Wealth Architects offers investment and financial planning services, managing portfolios on a discretionary basis. The firm uses a combination of technical and tactical allocation strategies. Financial planning services include consultations to discuss financial goals and objectives, and the development of a written financial plan. Boyum Wealth may also offer educational seminars and workshops.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The complexity of the wealth design and services may adjust the percentage charged by as much as 0.50%. Fees may be negotiated.
Fee Estimator
Areas of Practice
Location
1270 Northland Drive, Suite 120, Mendota Heights, MN, 55120