Heritage Financial Network manages custom investment portfolios and provides financial planning services for individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. Heritage Financial Network uses a tactical allocation strategy aimed at reducing risk and increasing performance across various securities, including stocks, bonds, mutual funds, and real estate interests. Portfolios are managed on a discretionary basis according to each client's specific objectives and risk tolerance.
Assets Under Management$85M
Clients37
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisory fees range from 1.00% per annum for equity portfolios to 0.60% for fixed income portfolios. Fees depend on account size and strategy, and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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