Heritage Advisory Services provides investment management on a non-discretionary basis to individuals, pension plans, trusts, and high net worth investors. They develop a personal investment policy for each client based on their financial situation and goals. Heritage also offers financial planning services, culminating in a written plan detailing steps to achieve financial goals. They may also recommend independent investment managers.
Assets Under Management$7.8M
Clients14
Advisors1
Avg. per Client$560K
Avg. per Advisor$7.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
All fees remain negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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