Heartwood Financial Services provides ongoing investment management based on your individual goals and risk tolerance. They create a plan to help select a portfolio that matches your specific situation. Heartwood Financial Services also offers financial planning services covering areas like investment planning, insurance, taxes, retirement, college, and debt management.
Assets Under Management$83M
Clients68
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$83M
www.youtube.com/channel/ucedbdmfztcf0g_-nmxtrdk... ·www.linkedin.com/in/demel-gonzalez-cfp-%c2%ae-c... ·www.myheartwood.com
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $1.3M | 0.85% |
| $1.3M - $2.0M | 0.65% |
| $2M+ | 0.65% |
Fees are negotiable above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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