Heiser Investment Advisers offers investment services to individuals. They begin by discussing the client's financial situation, investment goals, risk tolerance, and timeline. Then, they create a customized investment plan. Heiser Investment Advisers invests in stocks, bonds, mutual funds, and exchange traded funds. Quarterly reports are provided to clients, and the firm does not hold client funds.
Assets Under Management$3.1M
Clients11
Advisors1
Avg. per Client$280K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
The minimum annual management fee is $1,000. Fees may be waived or reduced at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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