Heritage Asset Managers provides investment advice and portfolio management services tailored to each client's individual investment goals and risk tolerance. They primarily manage equity, fixed income, and combined portfolios on a discretionary basis. They may invest in index funds, ETFs, and mutual funds for diversification. At a client's request, Heritage may maintain a consult-only relationship where they advise but do not make discretionary investment decisions.
Assets Under Management$78M
Clients46
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The management fee will be negotiated between the Client and Heritage, but shall not exceed 2.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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