Heisten Wrenn Private Wealth offers investment advice tailored to clients' needs, including asset allocation strategies using stocks, bonds, mutual funds, and annuities. They also provide financial planning consulting services such as risk assessment, investment planning, and estate planning. Heisten Wrenn manages accounts on a discretionary and non-discretionary basis, assisting clients in determining the suitability of managed account programs.
Assets Under Management$230M
Clients224
Advisors2
Avg. per Client$1M
Avg. per Advisor$120M
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Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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