Heritage Planning & Investing Services provides financial consulting, financial planning, and investment management. Services include hourly consultations or comprehensive financial planning and investment management on an ongoing annual basis. Advice may be given on equity securities, debt securities, mutual funds, and government securities. The firm manages investment accounts based on the client’s investment policy statement, updated annually.
Assets Under Management$4.8M
Clients25
Advisors1
Avg. per Client$190K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Heritage Planning & Investing Services offers investment management services. The fee is either an hourly rate ($45 to $100 per hour) or 0.25% of your portfolio per quarter (1% annually), whichever is greater, but not to exceed 0.5% of your portfolio per quarter (2% annually).
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