Hero Asset Management

Fee-Only (% of Portfolio)

Hero Asset Management is a registered investment advisor offering customized portfolio management and wealth advisory services. Hero Asset Management helps individuals, families, retirees, family offices, and small businesses navigate their financial lives. Services include discretionary and non-discretionary portfolio management, comprehensive wealth advisory, financial risk management, generational wealth planning, retirement planning, market commentaries, and hedge fund product recommendations for qualified clients. Hero Asset Management also assists clients in selecting third-party advisors after conducting due diligence. Led by Mark Neuman, a Chartered Financial Analyst, Hero Asset Management invests across equities, exchange-traded funds, bonds, commodities, currencies, and cryptocurrencies using fundamental, technical, and quantitative analysis.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Estimated at 1.00% per year, billed quarterly.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Hero Asset Management - Fees, AUM & Advisors | TrueAdvisor