Heritage Capital offers investment management, financial planning, and retirement consulting. For investment management, Heritage Capital manages client portfolios, primarily using mutual funds and exchange-traded funds, based on individual client needs and objectives. Financial planning covers various aspects, including estate and insurance planning. Retirement consulting assists self-directed retirement plans with investment selection and participant education. Heritage Capital may recommend other professionals for implementation purposes, but clients are not obligated to use them.
Assets Under Management$150M
Clients146
Advisors3
Avg. per Client$1M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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