Heritage Advisors Group manages investment portfolios and provides personalized financial planning and consulting services. The firm offers two primary asset management programs: a fixed-fee program for accounts under $150,000 using model portfolios, and a full-service asset management program for accounts over $150,000 that includes customized strategies and individual securities. In addition to investment management, Heritage Advisors Group creates comprehensive or modular written financial plans covering topics such as retirement, taxes, estate planning, and insurance, as well as providing hourly consultations. The firm specializes in working with individuals and high-net-worth clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Schedule applies to Full-Service Asset Management Services. Accounts under $150,000 typically use the Fixed Fee Portfolios Program instead.