EADS & Heald Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$240,493,266
Total clients
229
47% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
57
Average account size
$1,050,189
About
Eads & Heald Wealth Management provides comprehensive financial planning and discretionary investment management for individuals, families, corporations, retirement plans, trusts, endowments and foundations. The firm manages separately managed equity and balanced portfolios and also offers standalone financial planning engagements.
The investment approach is a top‑down, fundamental process that emphasizes high‑quality, broadly diversified equity holdings with a tendency to remain fully invested and relatively infrequent trading; the firm also offers a high‑dividend‑yield (HDY) equity strategy that may be more sector‑concentrated. Portfolios may include individual stocks, bonds, mutual funds and ETFs, are managed on a discretionary basis, and the firm can provide model portfolios to third‑party platforms.
Noteworthy aspects relative to peers include the firm’s role as a portfolio manager for accounts in third‑party wrap fee programs and its capacity to act as a model provider for platform providers such as Envestnet. The adviser’s investment staff includes multiple CFA charterholders and a CFP professional, the firm has operated since 1987, and it maintains formal proxy‑voting, personal‑trading and code‑of‑ethics procedures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
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.
Main office location
EADS & Heald Wealth Management
2100 Riveredge Pkwy N.W. Ste 760
Atlanta GA 30328, United States
Number of offices
1
Most active in
Alabama · Florida · Georgia · New York · North Carolina · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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