Heyman Wealth Management manages investments and provides financial planning for individuals, families, and businesses. HWM offers services like retirement planning, tax strategies, estate planning, and investment management. HWM assesses your risk tolerance and recommends suitable investment strategies. Clients can place reasonable restrictions on investments.
Assets Under Management$62M
Clients53
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$75K
Planning is included in investment management
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $150K | 1.25% |
| $150K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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