Heritage Road Advisors provides financial planning and investment advisory services to individuals, high net worth individuals, and small business owners. They design investment portfolios to align with your goals, risk tolerance, and time horizon. They also offer financial planning services as a standalone option for clients who manage their own investments.
Assets Under Management$13M
Clients9
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.30% |
| $3M+ | 0.30% |
Rate is negotiable for assets above $3 million. Accounts are aggregated by household to determine the scheduled fee. Financial planning services are included under the investment advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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