Union Heritage Capital provides asset management and investment supervisory services to institutions such as pension and profit-sharing plans, state and local government plans, and non-profit organizations. Portfolio management is provided on a discretionary basis according to the investment objectives and restrictions established with clients.
Assets Under Management$280M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $30.0M | 0.50% |
| $30M+ | 0.50% |
Fees are negotiable for accounts over $30,000,000. There are separate fee schedules for balanced/equity and fixed income accounts. Fixed income accounts: - 0.7% on the first $3,000,000 - 0.4% on the next $12,000,000 - 0.3% on the next $10,000,000 - Negotiated on the value over $25,000,000
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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