Overview
- Headquarters
- Atlanta, GA
- Total Firm Assets
- $240 million
- Average High-Net-Worth Client Portfolio Size
- $1.7 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: EADS & HEALD WEALTH MANAGEMENT FORM ADV PART 2 AS OF 12/31/2023 (2025-03-31)
· View brochure text
Latest filing: EADS & HEALD WEALTH MANAGEMENT FORM ADV PART 2 (2026-03-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $200,000 | 1.50% |
| $200,001 | $400,000 | 1.00% |
| $400,001 | $1,000,000 | 0.75% |
| $1,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,500 | 0.95% |
| $5 million | $29,500 | 0.59% |
| $10 million | $54,500 | 0.54% |
| $50 million | $254,500 | 0.51% |
| $100 million | $504,500 | 0.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 75.59%
- Number of High-Net-Worth Clients
- 107
- Total Client Accounts
- 229
- Discretionary Accounts
- 229
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 105524
- EADS & HEALD WEALTH MANAGEMENT FORM ADV PART 2 (2026-03-30) · View brochure text
- EADS & HEALD WEALTH MANAGEMENT FORM ADV PART 2 AS OF 12/31/2023 (2025-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗