The Healy Group (THG) is a registered investment advisor that provides ongoing investment advice based on individual client needs. THG works with clients to establish financial goals and objectives and then creates and manages a portfolio based on those goals. THG offers both discretionary and non-discretionary account management. Investment recommendations generally include advice regarding individual equities, corporate debt securities, municipal securities, mutual fund shares, exchange traded funds (ETFs), United States government securities, and options contracts on securities.
Assets Under Management$18M
Clients5
Advisors2
Avg. per Client$3.6M
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is 0.25% for a fixed income portfolio and 1.00% for a balanced portfolio. Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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