Advisor at EADS & Heald Wealth Management
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Firm
EADS & Heald Wealth Management
Location
Atlanta, GA 30328
Credentials
CFA®
Industry experience
23 years
Robert Eads is a CFA® charterholder with 23 years of industry experience. He has been with Eads & Heald Investment Counsel since 1987. Eads & Heald Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm uses a top-down fundamental investment approach to construct diversified equity or balanced portfolios, emphasizing low turnover and full investment, and manages approximately $237 million across about 225 clients.
Fixed fee for Standalone Financial Planning, generally $2,000 - $10,000.
$0 - $200,000: 1.50% $200,001 - $400,000: 1.00% $400,001 - $1,000,000: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.50%
Account minimum: $250,000 Minimum fee: Minimum quarterly fee of $2,500 for combined Financial Planning and Investment Management services; may be waived or negotiated. Fee-only: Fixed fees for Standalone Financial Planning ranging generally from $2,000 to $10,000.
2100 Riveredge Parkway, Nw, Suite 760
Atlanta, GA 30328
Georgia · North Carolina
Eads & Heald Investment Counsel
1987 - Present (39 years)
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