Elizabeth Clark is a registered investment advisor at Heritage Financial LLC, based in Gainesville, VA, with 13 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 335 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may be higher or lower than the stated range based on the nature of the account.
Fee Estimator
Location
7001 Heritage Village Plaza, Suite 190, Gainesville, VA, 20155
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Elizabeth is a member of Intelligent Back Office Solutions, LLC, which provides simplified solutions for business transitions. Elizabeth spends a few hours per week on business filings and financial records.
Employment History
Current Registrations
Heritage Financial LLC
Previous Registrations
The Strategic Financial Alliance, INC.Broker
Navigator Wealth Management, LLC
Pacific West Securities, INC.Broker
American Family Securities, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.