Most of what you pay a wealth manager goes to everything except advice — layers of product, platform, and overhead you never see. Herald was built so that every hour, and every dollar of your fee, goes to you.
Become a ClientA dedicated advisor who knows your full financial life — investments, tax, estate, and the decisions in between — backed by technology that handles the paperwork, so your advisor's time is spent on you.
A single, transparent advisory fee. No commissions, no product markups, no revenue sharing, no layers buried beneath the headline. The only thing your fee buys is advice.
We're never paid to steer you toward one investment over another. The only way Herald earns more is by growing your wealth — your interests and ours are the same by design.
Whether yours is a $2 million household or a $25 million family, you get the same relationship — the same advisor attention, the same estate and tax depth, the same access. Personal service is how Herald is built, not a privilege of account size.
The best private funds and deals have always been reserved for institutions and the very largest families — locked behind high minimums and relationships most firms don't have. Herald opens that door for its clients.
Now welcoming a limited number of founding families.
Become a Client