Headland Capital offers personalized financial planning and investment advisory services, including discretionary and non-discretionary investment management. Investment advice is customized based on client objectives and financial needs. Financial planning services cover retirement, education, estate, cash flow, long-term health care, tax, and insurance needs. Headland Capital may recommend external money managers. They do not offer tax or legal advice.
Assets Under Management$400M
Clients1,307
Advisors10
Avg. per Client$310K
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fee is negotiable above $1,500,000. The percentage for the highest range of portfolio value applies to all assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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