Heritage Wealth Management offers personalized financial planning and investment management services primarily for individuals, high-net-worth clients, and trusts. The firm builds diversified portfolios using open-ended mutual funds, exchange-traded funds, and recommended investment sub-advisors like Dimensional Fund Advisors. Heritage Wealth Management focuses on tailored investment solutions, tax efficiency in taxable accounts, and comprehensive financial planning covering retirement goals, assets, and liabilities. Clients can also receive standalone financial planning on a fixed-fee or hourly basis. The firm operates with a preferred account minimum of $1,000,000, which can be aggregated by family and is subject to waiver.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable and can be adjusted based on the complexity of each client's situation. Sub-advisor Dimensional Fund Advisors charges an additional 0.22% annual fee with a $250,000 asset minimum.