Heritage Grove Wealth Management provides investment management, retirement planning, tax planning, and estate planning services. The firm creates custom portfolios based on each client's goals, risk tolerance, and time horizon. Heritage Grove can manage investments with or without the authority to make trades without asking first. The firm does not use model portfolios or third-party managers.
Assets Under Management$110M
Clients78
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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