Heritage Capital Advisors offers ongoing portfolio management and institutional consulting services tailored to individual client goals, risk tolerance, and financial situations. They create investment plans and may request authority to make trades without client permission. They also offer consultation services including portfolio evaluation, income planning, debt analysis, and cash flow analysis.
Assets Under Management$670M
Clients2
Advisors2
Avg. per Client$340M
Avg. per Advisor$340M
Fee Structure
Investment management only (planning not offered)
Heritage Capital Advisors offers investment management services where fees are negotiable, with a maximum annual fee of 1.95%. The final fee schedule is outlined in the investment advisory contract. Fees are paid either monthly or quarterly, in advance or after the fact. Clients can terminate the agreement with ten days' written notice.
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