Heron Wealth provides wealth management and investment management services, as well as financial planning. Heron Wealth is a fee-only firm, meaning it only receives compensation from clients for its services. Financial planning services are offered on a project basis or through an ongoing engagement. Heron Wealth may recommend third-party professionals, but does not receive compensation from them.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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