Heal Financial provides investment management services, creating portfolios based on your goals and risk tolerance using various investment models. They also offer basic financial planning to investment management clients, including portfolio reviews. Additional financial planning services are available for an hourly fee, covering topics like retirement distribution strategies and college funding. Heal Financial acts as a fiduciary, putting your interests first and customizing your portfolio to your needs.
Assets Under Management$22M
Clients79
Advisors1
Avg. per Client$280K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members, friends or associated persons of Heal Financial.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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