Headway Wealth manages investment portfolios tailored to each client's goals, time horizon, and risk tolerance. Headway Wealth creates an individual investment policy statement for every client and focuses on long-term investing, primarily using mutual funds and exchange-traded funds to diversify portfolios. In addition to managing investments, Headway Wealth offers comprehensive financial planning covering retirement, taxes, insurance, and estate planning. Headway Wealth works with individuals and high-net-worth clients, maintaining an account minimum of $100,000.
Assets Under Management$300M
Clients599
AdvisorsN/A
Avg. per Client$500K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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