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Credentials
Series 65
Experience Industry experience
14 years
Location
Remote
Schroder Wealth Management (US) Limited
Team
Total advisors
5Clients per advisor
50 TypicalAvg AUM per client
$3,875,815 Very HighHNW client ratio
100% Very HighMartin Heale is a financial advisor at Schroder Wealth Management (US) Limited with 14 years of industry experience. He holds a Series 65 designation and has worked at RBC since 2011. Schroder Wealth Management (US) Limited is a London-based, SEC-registered investment adviser serving primarily high-net-worth US-connected clients. The firm uses a top-down, business-cycle asset-allocation approach and combines Schroders’ research with selected third-party managers to offer tailored portfolios and specialist mandates.
Based on Schroder Wealth Management (US) Limited
Flat rate charging structures may be agreed individually with clients.
$0 - $5 million: 0.90% per annum $5,000,001 - $8 million: 0.70% per annum $8,000,001+: 0.50% per annum
Account minimum: £1 million Fee-only: Annual management fees ranging from 0.50% to 0.90% per annum, no commissions or transaction fees charged by firm.
California
14 years of industry experience
Rbc
2011 - Present • 15 years
London
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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