Heritage Investors Management Corporation, founded in 1974 and based in Bethesda, Maryland, provides professional, personalized investment management services for individuals, retirement accounts, trusts, estates, charitable organizations, and businesses. The firm builds tailored portfolios consisting of stocks, bonds, exchange-traded funds, and money market instruments based on each client's specific risk tolerance, tax situation, age, and growth objectives. Heritage emphasizes fundamental and technical research, taking a long-term approach to investing while offering customization such as restricting certain securities or industries. In addition to investment management, the firm occasionally provides hourly consulting on financial matters for non-clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be negotiable in certain circumstances. The minimum annual fee is $15,000.