Heirloom Investment Management (HIM) provides investment management services, specializing in alternative investments, primarily through pooled funds. HIM caters to accredited investors, offering tailored services including portfolio construction, asset allocation, and due diligence. HIM also offers non-discretionary advisory services to individuals, family offices, and corporations, providing advice on portfolio construction, investment selection, and family office structuring.
Fee Structure
HIM manages investments for its clients, typically charging a management fee of 0.5% to 1.5% of the value of your portfolio per year, paid quarterly in advance. In addition, HIM typically charges a performance fee, which is usually 5% to 15% of the profit of the client for the year, sometimes only if a certain return level is exceeded. If HIM earns a fee related to an investment made by a client, it will be rebated to the client.