Heather Haas is a CFP-designated registered investment advisor at Imperium Wealth Management, LLC, based in San Antonio, TX, with 9 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 186 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.15% |
| $750K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Fees are negotiable under special circumstances.
Fee Estimator
Contact
Heather Haas
Location
112 East Pecan St., Suite 2910, San Antonio, TX, 78205
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Imperium Wealth Management, LLC
State Registrations1 state
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