Beale Healy Investment Advisors Inc

Beale Healy Investment Advisors, Inc. is a registered investment advisor based in Richmond, VA, established in 1982 by Ann M. Healy and Richard L.T. Beale, IV. The firm manages over $66 million in assets on a discretionary and non-discretionary basis, offering investment management services primarily focused on individual securities. Their investment strategies include fundamental, technical, and quantitative analysis, with decisions made by the investment committee or individual managers. The firm previously offered the Vision2020 Wealth Management Platform but has discontinued it for new clients. For investment management services, BHIA charges an annual fee based on assets under management, starting at 1% for the first $1 million. Financial planning services are also available, with fees based on annual gross income. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. Clients have the option to place reasonable restrictions on their portfolios. BHIA's principals, Ann M. Healy and Richard L.T. Beale, IV, have extensive educational backgrounds and industry experience. They are also affiliated with Osaic Wealth, a broker-dealer, and may receive additional compensation from this affiliation. The firm does not engage solicitors for client referrals and does not vote proxies on behalf of clients. Clients receive quarterly statements from the custodian holding their assets, and BHIA encourages clients to review these statements for accuracy. BHIA's investment advisors are supervised by the firm's principals, who ensure compliance with regulatory requirements and ethical standards.