Angelica Aquilino is a registered investment advisor at Heritage House Asset Management, based in Boston, MA, with 1 years of industry experience. Angelica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 80 clients with $69M 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 $2.0M | 1.00% |
| $2M+ | 0.75% |
Occasionally, different fee arrangements such as fixed fees, or fee rates differing from the Firm's fee schedule may be negotiated.
Fee Estimator
Location
50 Congress Street, Suite 700, Boston, MA, 02109
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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
Angelica works as a travel consultant for individuals traveling to Italy. This activity is not investment-related.
Employment History
Current Registrations
Heritage House Asset Management
State Registrations1 state
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