Heritage Drive Wealth Management offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including full written plans covering investments, retirement, education, estate planning, risk management, and cash flow. Modular plans are also available, focusing on specific areas of concern. They do not implement transactions on your behalf unless you sign a separate agreement for asset management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
