Heritage Wealth Advisors provides financial planning and investment advice. They focus on understanding each client's unique goals and risk tolerance to create personalized plans. Their services include financial planning, portfolio management, college planning, estate and charitable giving, and retirement planning. They are a fee-only firm, meaning they don't sell commissioned products and are only compensated by client fees.
Assets Under Management$550M
Clients203
Advisors3
Avg. per Client$2.7M
Avg. per Advisor$180M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fee schedule breakpoints and rates are a suggestion and may be modified. Client may negotiate the Fee with the financial advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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