Herrington Wealth Management provides asset management services, managing client accounts with ongoing supervision. They also offer financial planning and consulting services, helping clients understand their financial situation and set objectives. These services cover financial goals, tax planning, asset allocation, risk management, and retirement planning. Herrington Wealth also provides advisory services to employer-sponsored retirement plans.
Assets Under Management$32M
Clients36
Advisors2
Avg. per Client$890K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
For assets held away, the fee is 1.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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