Delores Remo is a CFP-designated registered investment advisor at Heritage Wealth Advisors, based in Richmond, VA, with 19 years of industry experience. Delores operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 424 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fee is negotiable at Heritage's discretion based on various factors including amount of assets, portfolio composition, scope of engagement, and prior relationships.
Fee Estimator
Location
919 East Main Street, Suite 950, Richmond, VA, 23219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Delores serves on the board of directors for Chesapeake Financial Shares, Inc., a consumer and commercial banking institution. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Heritage Wealth Advisors
Previous Registrations
Cary Street Partners Investment Advisory, LLC
Kpmg Investment Advisors
State Registrations1 state
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