Heller Private Wealth manages investment portfolios and provides tailored wealth management services for individuals, trusts, estates, and businesses. Heller Private Wealth builds diversified investment portfolios based on your personal financial goals, risk tolerance, and time horizon. The registered investment advisor can manage your portfolio on an ongoing basis or provide recommendations, and may utilize independent managers for specialized investments like private equity or hedge funds. In addition to investment management, Heller Private Wealth's team holds professional credentials including Certified Financial Planner and Chartered Financial Consultant designations, and the firm's professionals are also licensed to offer insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee is up to 1.50% of assets under management and is negotiable. Independent manager fees are separate, but combined fees will not exceed 2.00%.