Heritage Financial Advisory offers customized investment advice to individuals and high net worth individuals. HFA works with clients to understand their financial goals and risk tolerance, then builds a portfolio of low-cost, diversified mutual funds and exchange-traded funds. HFA may recommend independent managers for a portion of a client's portfolio. HFA acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$19M
Clients61
Advisors2
Avg. per Client$310K
Avg. per Advisor$9.6M
Fee Structure
Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.05% |
| $3M+ | 0.95% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...