Heritage Wealth Management Group (HWMG) offers investment advice and manages investments for individuals, businesses, and institutions. HWMG creates a financial plan and investment policy statement for each client. HWMG's services include investment planning, retirement planning, tax planning, and estate planning. HWMG may refer clients to third-party vendors for specialized consulting services.
Assets Under Management$150M
Clients180
Advisors3
Avg. per Client$850K
Avg. per Advisor$51M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$750
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20M+ | 0.35% |
Fees may be negotiated individually with some clients and may differ from the fees shown in the table, depending on portfolio size, the types of the investments, the services required, and the longevity of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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