Heritage Asset Managers provides personalized investment portfolio management for individuals, high-net-worth clients, trusts, and estates. The firm focuses on managing equity portfolios for long-term growth, fixed-income portfolios for current income and safety, and combined portfolios. Portfolios are built primarily using index funds, exchange-traded funds, mutual funds, and individual bonds and stocks, tailored to each client's specific risk tolerance and goals. Heritage Asset Managers operates on a discretionary basis, meaning they make investment trades on your behalf without needing approval for each individual transaction, though they also accommodate consult-only relationships upon request. The firm emphasizes diversification and cost-efficient investing.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiated between the client and Heritage Asset Managers, with a maximum annual rate of 2.5%.