Heritage Financial Services offers asset management and financial planning services. They gather financial information from clients to create customized investment portfolios based on their goals, risk tolerance, and financial situation. Heritage primarily uses mutual funds, ETFs, and other investment vehicles. They also offer the Heritage Generations Group (HGG) for younger clients, using the Betterment for Advisors platform for automated investment management. Heritage may recommend independent investment managers and data aggregation services.
Assets Under Management$3B
Clients1,250
Advisors23
Avg. per Client$2.4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1.5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are based on the aggregate value of all managed accounts within the established household. For Heritage Generations Group clients with assets custodied at Betterment, the fee is 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
23 Advisors at this firm
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