Heritage Wealth Advisors offers investment strategies tailored to each client's needs, considering their time horizon, risk tolerance, and cash flow needs. They provide both discretionary and non-discretionary investment advisory services. Heritage also offers financial and tax planning services, including estate, insurance, and tax planning, on a separate fee basis. Heritage may recommend unaffiliated independent investment managers and private investment funds.
Assets Under Management$4.6B
Clients424
Advisors15
Avg. per Client$11M
Avg. per Advisor$300M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
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Estimated Annual Fee
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