Heritage Private Wealth offers investment management and financial planning services tailored to each client's needs. They create a financial plan and manage investments using mutual funds, fixed income, equities, and ETFs. They work with retirees, mid-career professionals, and business owners. The firm manages accounts on a discretionary basis, meaning they can make trades without asking for permission each time.
Assets Under Management$15M
Clients67
Advisors1
Avg. per Client$220K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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