Heath Capital Management (HCM) offers investment management services to individuals, corporations, and non-profit organizations. HCM manages equity, fixed income, and balanced portfolios based on client objectives and guidelines. HCM's investment philosophy focuses on achieving consistent returns while limiting risk. HCM makes investment decisions on a discretionary basis, subject to client guidelines.
Assets Under Management$37M
Clients25
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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