Assets Under Management
$4.6B
Number of Clients
424
Number of Advisors
14
Average Client AUM
$10.8M
AUM per Advisor
$326.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Heritage Wealth Advisors provides investment advisory and consulting services to high net worth individuals, families, trusts, estates, business entities, non-profit organizations, and pension/profit-sharing plans. Services include investment strategies, financial planning, and tax services. They may recommend unaffiliated independent investment managers and private investment funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable under special circumstances such as householding of accounts. Fee dispersion may occur based on various factors.
919 East Main Street, Suite 950, Richmond, VA, 23219