Heronwood Capital offers consulting services in areas like estate planning, real estate, and retirement planning. Heronwood also provides asset management services, tailoring investment advice to clients' goals and risk tolerance. Heronwood may recommend various investments, including stocks, bonds, and private placements. Heronwood may act as the primary advisor or as a third-party advisor.
Assets Under Management$58M
Clients27
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$58M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable and not to exceed 1.50% of assets under management on an annualized basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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