Heritage Wealth Management Group offers ongoing investment management and comprehensive financial planning services. The firm builds diversified portfolios primarily using index mutual funds and exchange-traded funds, tailored to each client's specific risk tolerance and goals. When providing financial planning, Heritage Wealth Management Group covers a wide range of topics including retirement planning, risk management and insurance reviews, tax strategies, estate planning, education savings, business planning, and cash flow management. The firm operates with the authority to make trades on your behalf without asking first, using a preferred custodial broker-dealer for client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable and may differ based on portfolio size, investment types, and required services.