Heron Bay Capital Management

Heron Bay Capital Management at a glance

• One of 237 fee-only firms based in Michigan in the Wellspent graph.
• 5 advisors are listed here; 2 of 5 hold the CFA.
• Its Form ADV reports 7 employees and 127 individual clients, 46 of them high net worth.
• Its average account is about $1.3 million (assets it manages divided by its 490 accounts).

Fee-only advisors in Michigan · What fee-only advisors charge in Michigan

Facts

Heron Bay Capital Management fees

Heron Bay Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (5)

• Chetan Rastogi

• Colin Connery

• Gerald Seizert

  CFA

• Joseph Ashmore

  CFA

• Paul Seizert