Heritage Wealth Management (HWM) offers personalized investment management services and consulting to individuals, high net worth individuals, and charitable organizations. HWM manages client assets through proprietary asset allocation strategies, either on a discretionary or non-discretionary basis. HWM also provides consulting services outside of traditional asset management, such as discussions regarding a client’s business, real estate, or other personal assets. HWM may also assist small business clients with their employee retirement plans.
Assets Under Management$120M
Clients195
Advisors2
Avg. per Client$610K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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