Heritage Financial Solutions offers investment management services, financial planning consultations, and advice on personal finance, taxation, retirement planning, and trust services. Investment management involves continuous advice on investing client funds based on individual needs, including developing an investment policy and managing a portfolio. Financial planning includes determining financial objectives, identifying problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning.
Assets Under Management$100M
Clients184
Advisors1
Avg. per Client$560K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.85% |
| $200K - $500K | 1.45% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.00% |
Fees, account minimums and payment terms are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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