Heritage Capital Advisors (HCA) offers personalized investment advice to individuals, trusts, retirement accounts, estates, and other business entities. HCA provides continuous advice on investments, either with or without the authority to make trades without asking first, based on the client's goals. HCA also works with an affiliated accounting firm, Moller, Lee & Barrett, PLLC, to provide accounting, tax, and financial planning services, with client approval.
Fee Structure
Heritage Capital Advisors' fee is a percentage of the assets they manage for you, typically between 0.75% and 1.00% annually. The exact percentage is negotiated individually. The fee is calculated based on the value of your investments at the beginning of each year and is paid quarterly. If you end the relationship before the end of a quarter, the fee will be adjusted accordingly.