Heintz Wealth Management provides financial planning and investment management services to individuals, families, and retirement plans. HWM creates custom portfolios based on client objectives, primarily using mutual funds and ETFs. Financial planning covers goals, resources, liabilities, expenses, investments, cash flow, charitable planning, estate planning, insurance, and education planning. HWM also offers consulting services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $4.0M | 0.55% |
| $4M+ | 0.45% |
Fees are generally negotiable based on initial investment, scope and complexity of services, taxable vs. non-taxable accounts, tax status of client, more actively traded accounts, number of accounts under management, and consideration of outside accounts. Some accounts are under different fee schedules honoring prior agreements. HWM sometimes waives fees for certain personal friends and relatives.