Assets Under Management
$408.1M
Number of Clients
245
Number of Advisors
3
Average Client AUM
$1.7M
AUM per Advisor
$136.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Heritage Family Office offers wealth management services, including investment goal determination, strategy selection, asset allocation, and portfolio monitoring. They also provide family office services such as financial planning, estate planning, tax planning, and insurance advice. Investment management is discretionary.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
9841 E Bell Rd, Suite 110, Scottsdale, AZ, 85260