Advisor at EADS & Heald Wealth Management
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Firm
EADS & Heald Wealth Management
Location
Atlanta, GA 30328
Credentials
CFA®, Series 65
Industry experience
33 years
Thomas Heald is a CFA charterholder with 33 years of industry experience and has been with Eads & Heald Investment Counsel since 1987. He is based in Atlanta, GA, and holds a Series 65 license. Eads & Heald Wealth Management is a four-advisor team that provides discretionary investment management and comprehensive financial planning to individuals, families, retirement plans, and other entities. The firm employs a top-down fundamental investment approach, managing broadly diversified portfolios with an emphasis on low turnover and full investment, and is also involved as a portfolio manager in third-party wrap fee programs and model provider platforms.
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 Pkwy., Nw, Suite 760
Atlanta, GA 30328
Georgia · North Carolina · Texas
Eads & Heald Investment Counsel
1987 - Present (39 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Other specialized services
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