Heritage Wealth Advisors manages investment portfolios and provides personalized financial planning and tax services for high-net-worth individuals, families, trusts, estates, and business entities. Heritage Wealth Advisors builds customized investment strategies considering each client's time horizon, risk tolerance, cash flow needs, and tax efficiency. Investment management is offered on both a discretionary and non-discretionary basis. In addition to managing traditional portfolios of stocks, bonds, mutual funds, and exchange-traded funds, Heritage Wealth Advisors offers access to affiliated private investment funds and independent managers. The firm also provides integrated financial, retirement, charitable, estate, insurance, and tax planning services, including tax return preparation. Clients can view their complete asset allocation through online reporting platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable based on factors such as account size, portfolio composition, and family householding.