Heron Finance offers internet-based advisory services, creating personalized private credit portfolios for clients based on their risk tolerance and financial goals. The firm uses an algorithm to manage investments, primarily in private credit funds. Clients invest through Payment Contingent Promissory Notes, with returns based on the performance of underlying loans. Heron Finance may also use short-term government bonds for diversification. All services are conducted through the Heron Platform.
Assets Under Management$15M
Clients201
Advisors1
Avg. per Client$76K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee is 1% per year. Heron Finance may negotiate, reduce, or waive the Management Fee for certain Client accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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