Heritage Advisors Group offers ongoing investment management and financial planning services. Investment management includes two programs: a fixed-fee program for smaller accounts (under $150,000) and a full-service program for larger accounts. Financial planning covers various topics like retirement, insurance, and tax planning. Heritage Advisors Group works with clients to understand their financial situation and set objectives.
Assets Under Management$77M
Clients153
Advisors2
Avg. per Client$500K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Maximum annual fee of $25,000. Fees are negotiable. Full-Service Asset Management Services are not generally available to clients with assets under management below $150,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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