Heritage Asset Management offers investment management through Orion Portfolio Solutions, ERISA plan services as a 3(21) advisor, and financial planning and consulting. Investment strategies are tailored to individual client goals, time horizons, and risk tolerance. Financial planning includes a complete evaluation of a client’s current and future financial state. Clients may impose restrictions on investments.
Assets Under Management$160M
Clients749
Advisors2
Avg. per Client$210K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K+ | 1.25% |
Accounts within the same household may be combined for a reduced fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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