Heritage Retirement Advisors (HRA) provides ongoing investment management and financial planning services. HRA works with clients to understand their financial situation, goals, and risk tolerance. HRA manages investments for individuals, high-net-worth individuals, and retirement plans. HRA also offers financial planning services, including retirement planning, insurance planning, and tax planning. HRA's representatives may also sell insurance products for commissions.
Assets Under Management$280M
Clients334
Advisors3
Avg. per Client$850K
Avg. per Advisor$95M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.92% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.60% |
Fees are negotiable. Qualified clients may be charged one-half of the standard asset management fee schedule, plus a performance-based fee of 20% of the outperformance compared to an agreed-upon index.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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