Heritage Family Offices offers wealth management services, including investment goal setting, strategy development, asset allocation, and portfolio monitoring. They also provide family office services, such as financial planning, estate planning, tax planning, and insurance advice. Heritage Family Offices manages investments with the client's permission to make trades and may use sub-advisors. They may also recommend investments in private funds.
Assets Under Management$420M
Clients250
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Sub-advisor fees, if applicable, range from 0.25% to 0.50% in addition to Heritage Family Offices' fees. Fees may be lower based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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