Heritage Capital Management provides financial planning, investment, and non-investment related consulting, as well as investment management services. Investment management fees are based on a percentage of the value of your portfolio. Financial planning fees are charged on a fixed or hourly basis. Clients retain control over all implementation decisions and can accept or reject any recommendations.
Assets Under Management$61M
Clients285
Advisors2
Avg. per Client$220K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees generally range from 0.80% to 1.25% and may be lower based on anticipated future earnings capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts and negotiations with the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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