Heron Bay Capital Management

Heron Bay Capital Management, LLC is an investment advisor registered with the U.S. Securities and Exchange Commission, founded in March 2019. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, and institutions, acting as a fiduciary to clients. Their investment management services include personalized portfolio strategies primarily focused on stocks and low-cost exchange-traded funds, with the flexibility to include other investment options. The firm may recommend reallocating investments, diversifying portfolios, and employing cash positions as needed. They also provide services to institutional clients and offer sub-advisory relationships. Heron Bay Capital's fee structure is based on a percentage of assets under management, with fees ranging from 0.50% to 1.50%. The firm has a minimum annual fee of $500 per account. Clients' assets are managed on a discretionary basis, with fees paid quarterly based on the average daily balance. The firm does not charge performance-based fees and does not receive compensation for securities transactions other than advisory fees. The firm does not accept or maintain custody of client accounts, except for limited circumstances related to fee deductions and money movement authorization. Clients receive regular account reviews and reports, and the firm does not have any disciplinary events. Heron Bay Capital has a privacy policy in place to protect clients' personal information and does not sell or share non-public personal information with third parties for marketing purposes. Clients have the right to limit the sharing of their personal information.