Heritage Inc. refers clients to Wisdom Capital Asset Management, a registered investment advisor in New York City. Clients open an investment account to be managed by Wisdom, trading in equities, ETFs, and derivatives. Heritage Inc. only refers qualified clients and does not directly manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wisdom Capital Asset Management also receives 20% of net new profits earned in the account during each calendar quarter. Standard fees charged by Wisdom Capital Asset Management are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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