James Heavey Wealth Advisors, LLC offers both discretionary and non-discretionary portfolio management services tailored to clients' individual needs and objectives. They also provide financial planning and consulting services on various financial topics. Clients who engage James Heavey Wealth Advisors for portfolio management services may receive complimentary financial planning at no additional cost.
Assets Under Management$11M
Clients153
Advisors1
Avg. per Client$71K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $8.0M | 0.40% |
| $8M+ | 0.40% |
Advisory fees are negotiable at the firm's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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