Heritage Capital Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals and business entities. The firm primarily builds portfolios using mutual funds and exchange-traded funds tailored to each client's specific investment objectives and risk tolerance. Clients retain the ability to impose reasonable restrictions on their accounts. Heritage Capital Management also offers financial planning and consulting on a project or hourly basis, covering various investment and non-investment matters such as estate planning, tax planning, and insurance strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual investment advisory fees generally range from 0.80% to 1.25% of assets under management. Fees are negotiable based on criteria such as the dollar amount of assets, anticipated future assets, and related accounts.