Assets Under Management
$3.0B
Number of Clients
1,250
Number of Advisors
23
Average Client AUM
$2.4M
AUM per Advisor
$130.0M
Compensation
Fee-Only (AUM)
Heritage Financial Services offers asset management and financial planning services, including selection of independent money managers and educational seminars/webinars. Services are tailored to individual needs, considering financial goals, risk tolerance, and investment objectives. They primarily use mutual funds, ETFs, interval funds, SMAs, and limited partnerships.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees may be negotiable in limited circumstances.
100 Lowder Brook Drive, Suite 1000, Westwood, MA, 02090