Heritage House Asset Management provides investment advice to individuals, business entities, trusts, and estates. Heritage House offers discretionary investment advisory services based on a percentage of assets managed. The firm tailors its services to each client's needs and investment objectives, and clients can impose reasonable restrictions on their accounts.
Assets Under Management$69M
Clients80
Advisors2
Avg. per Client$860K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Occasionally, different fee arrangements such as fixed fees, or fee rates differing from the Firm's fee schedule may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...