Heron Bay Capital Management's Form ADV discloses 1.00% on the first $2 million, 0.90% on the next $3 million, 0.80% on the next $5 million, 0.70% on the next $10 million, 0.60% on the next $30 million, and 0.50% on assets above $50 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #305537), Heron Bay Capital Management is subject to fiduciary duty under federal law.
Heron Bay Capital Management is headquartered in BLOOMFIELD HILLS, MI.
Heron Bay Capital Management serves 46 high-net-worth clients according to their SEC filing dated September 21, 2026. View client details ↓
According to their SEC Form ADV, Heron Bay Capital Management offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Heron Bay Capital Management manages $644 million in client assets according to their SEC filing dated September 21, 2026.
According to their SEC Form ADV, Heron Bay Capital Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓