Herriot Financial, LLC provides investment management and financial planning services. As a fee-only firm, Herriot Financial is only compensated by clients. Investment management involves ongoing advice based on individual client needs. Financial planning includes evaluating a client's current and future financial state, covering areas like business planning, cash flow, college savings, estate planning, and retirement planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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