Heritage Financial helps clients understand their relationship with money and make better financial decisions. They offer investment management, where they may use third-party advisors to manage client accounts. They also provide financial planning, which is often included with investment management but can also be offered separately. Heritage Financial aims to understand each client's unique needs and goals to develop a suitable investment strategy.
Assets Under Management$330M
Clients335
Advisors6
Avg. per Client$1M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may be higher or lower than the stated range based on the nature of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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