Assets Under Management
$313.1M
Number of Clients
215
Number of Advisors
5
Average Client AUM
$1.5M
AUM per Advisor
$62.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Heritage Wealth Management offers financial planning and investment advisory services through a wrap fee program and managed non-wrap accounts. They also recommend sub-advisory services of Dimensional Fund Advisors (DFA). Financial planning involves analyzing client's financial circumstances and objectives to create a written plan.
| Assets Under Management | 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 individual situation. Assets are aggregated by family.
4400 Post Oak Parkway, Suite 2510, Houston, TX, 77027