Heritage Wealth Management provides financial planning and investment management services. Financial planning ranges from comprehensive plans to focused consultations. Investment management is provided on a discretionary basis, typically using stocks, bonds, mutual funds, and ETFs. HWM may recommend third-party advisors and sub-advisory services. HWM also delivers educational seminars and manages affiliated pooled investment vehicles.
Assets Under Management$490M
Clients230
Advisors6
Avg. per Client$2.1M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.85% |
| $15.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Client Assets that are invested pursuant to the Firm’s Option Enhanced Portfolio Strategies and/or Private Placement Strategies will be assessed a fee of 0.35% in addition to the fees expressed in the table above. Fees negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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