Heritage Wealth Management offers financial planning and investment advisory services through a wrap fee program and managed non-wrap accounts. Financial planning involves analyzing a client's financial situation and creating a plan to achieve their goals. Investment advisory services include portfolio management and recommending sub-advisory services. Heritage Wealth Management works with individuals, high-net-worth individuals, and trusts.
Assets Under Management$360M
Clients218
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable. Subadvisor fees are an additional 0.22% annually, charged by Dimensional Fund Advisors, with a minimum annual fee as if there is $250,000 in account assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...