Heritage Financial Advisors provides financial planning, investment consultation, and investment management services. Financial planning covers cash flow, retirement, education, and estate planning. Investment consultation educates clients on investment options and strategies. Investment management implements strategies through model or customized portfolios. Heritage Financial Advisors typically recommends the selection of one or more model portfolios oriented toward the client's investment objective for accounts maintaining less than $1 million in assets. For accounts with account values in excess of $1 million, Heritage Financial Advisors provides customized portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
Fees for accounts over $4,000,001 are negotiable. Customized portfolio fees for accounts over $1 million range from 0.50% to 1.50%.