Heritage Hill Adviser provides financial planning consultations covering cash flow, debt management, retirement, tax, education, and estate planning. They also offer discretionary investment management through their Asset Management Program, using Altruist Corp. as custodian. They assist small businesses with SIMPLE IRA and Solo 401(k) plans but do not act as an ERISA fiduciary.
Assets Under Management$270K
Clients7
Advisors1
Avg. per Client$38K
Avg. per Advisor$270K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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