Heritage Investors Management Corporation offers investment management services, managing portfolios of stocks, bonds, exchange traded funds, and money market instruments for various client types including individuals, retirement accounts, trusts, and organizations. Portfolios are tailored to each client's risk level, tax situation, and financial goals. Clients can request restrictions on certain types of investments.
Assets Under Management$4.2B
Clients763
Advisors8
Avg. per Client$5.5M
Avg. per Advisor$520M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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