Heritage Asset Advisors is an investment advisory firm offering hourly consulting and a wrap fee program. Hourly consulting includes advice on trades and asset allocation. The wrap fee program provides investment advisory services without separate brokerage commissions. Heritage assists clients in developing an investment strategy based on their financial needs and risk profile. Clients can place restrictions on investments, but Heritage reserves the right to refuse any request.
Assets Under Management$260M
Clients394
Advisors4
Avg. per Client$650K
Avg. per Advisor$64M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $625K | 1.50% |
| $625K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
The Program Fee may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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