Heritage Financial Network offers investment advisory and financial planning services. They customize investment portfolios based on client objectives, using a tactical allocation strategy. They may recommend redistributing investments to diversify portfolios. Heritage may also refer clients to unaffiliated money managers. Financial planning services include recommendations for portfolio customization and tailored investment advice.
Assets Under Management$85M
Clients37
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Heritage Financial Network charges a quarterly fee for managing your investments. The annual fee ranges from 1.00% for equity portfolios to 0.60% for fixed income portfolios. The fee depends on the investment strategy's complexity and the size of your account. These fees may be negotiable.
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