Heller Private Wealth (HPW) offers customized investment advice and portfolio management. HPW works with clients to understand their financial situation, goals, and risk tolerance to create a suitable asset allocation strategy. HPW can advise on various securities, including equities, bonds, mutual funds, and alternative investments. HPW also provides advice on held-away assets. HPW may recommend independent managers to manage a portion of client portfolios.
Assets Under Management$96M
Clients42
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$32M
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Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable. Combined fee charged by Heller Private Wealth and any independent manager will never exceed 2.00%.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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