Heron Bay Capital Management (HBCM) offers investment advice to individuals, high net worth individuals, trusts, estates, and institutions. HBCM creates customized investment strategies based on client goals, risk tolerance, and financial situations. HBCM primarily invests in stocks and low-cost exchange-traded funds (ETFs). HBCM may provide incidental financial planning as part of investment management services.
Assets Under Management$640M
Clients127
Advisors6
Avg. per Client$5.1M
Avg. per Advisor$110M
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Fee Structure
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Clients in small cap core allocations are charged at flat rate of up to 1.50%. Minimum annual fee of $500 per account. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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